Fiduciary Standard, LLC

Overview

Fiduciary Standard, LLC is a small, client-focused advisory firm that concentrates on discretionary-lite portfolio management for individuals, families and small businesses. The firm charges fees as a percentage of assets under management and reports advisory work across both individual/small business and business/institutional portfolio management. Fiduciary Standard does not position itself as an ESG investor and is not operating as a multi-state or newly formed adviser. The firm’s asset mix reflects an equity preference, but its custodial footprint shows a material allocation to direct U.S. government securities as well. Fiduciary Standard appears to operate with a concentrated client base and a hands-on approach: its reporting indicates all reported assets are held in non-discretionary arrangements, which implies clients retain final trading authority while the firm provides ongoing advice and portfolio construction.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices