THE FIDUCIARY GROUP

Overview

The Fiduciary Group is an independent registered investment adviser that began SEC registration in 2015 and operates as a limited liability company. It positions itself as a capital allocator for both individual/family and institutional clients, offering fee arrangements that include asset-based fees and fixed fees. Core advisory services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, manager selection, and publication of investment periodicals. The firm is not active on ESG mandates and is not registered as a multi-state adviser; it also identifies as a seller of other financial products and maintains a range of industry affiliations (including broker-dealer and sponsor/GP roles). The firm received recognition in 2020, appearing on Financial Times’ Top 300 RIA Firms list and on FA Magazine’s Top RIA Firms list.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices