Fiduciary Management, Inc.

RIASEC RegisteredEst. 1980

Total AUM

$11.4B

Discretionary

$11.4B

100% of AUM

Avg account

$19.7M

Accounts

577

Employees

Advisory reps

Firm details

Headquarters: Milwaukee, Wisconsin
CRD number: 109149
Registered since: April 18, 1980
Website: www.fmimgt.com
Custodians: THE NORTHERN TRUST COMPANY., CHARLES SCHWAB & CO., INC., U.S. BANK, N.A.
Fee structure: Percentage of AUM
Client types: Investment Companies53%
Pension & Profit Sharing Plans10.1%
HNWI10%
Pooled Investment Vehicles7.13%
Charitable Organizations6.9%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Fiduciary Management, Inc. is an SEC-registered corporate RIA that has been operating since 1980 and is owned by an individual. The firm serves both individual and family clients as well as institutional investors, charging fees based on a percentage of assets under management. Its advisory activities center on discretionary portfolio management across client types: individuals and small businesses, investment companies, pooled vehicles and institutional entities. Fiduciary Management reports a preference for equity strategies and does not identify as an active ESG investor. The firm was recognized by CNBC in 2020 as one of the Top 100 Financial Advisory Firms.