FIDUCIENT ADVISORS LLC

RIASEC RegisteredEst. 1995

Total AUM

$97.5B

Discretionary

$52.5B

54% of AUM

Avg account

$78.6M

Accounts

1,241

Employees

210

Advisory reps

Firm details

Headquarters: CHICAGO, Illinois
CRD number: 106720
Registered since: March 27, 1995
Website: www.fiducientadvisors.com
Custodians: CHARLES SCHWAB & CO., INC., U.S. BANK, N.A., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Pension & Profit Sharing Plans47.98%
HNWI33.93%
Charitable Organizations17.91%
Corporations / Businesses0.14%
Individuals0.04%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Fiducient Advisors LLC is an independent registered investment adviser that has been SEC-registered since 1995. The firm serves both high-net-worth individuals and families as well as institutional clients, and acts as a capital allocator that hires third‑party managers alongside in‑house advice. Its client-facing services include financial planning, discretionary and non‑discretionary portfolio management for individuals, pooled vehicles and institutions, pension consulting, selection of other advisers, and investor education through publications and workshops. Fiducient reports using a mix of fee arrangements — percentage of AUM, fixed fees and performance-based fees — and identifies itself as an active ESG investor. The firm also maintains relationships with other financial providers and industry firms, including trust and insurance companies and pension consulting organizations. It distributes investment research and periodic newsletters as part of its client education and outreach.