The Fiduciary Group

RIASEC Registered

Total AUM

$2B

Discretionary

$1.9B

99% of AUM

Avg account

$1.1M

Accounts

1,726

Employees

Advisory reps

Firm details

Headquarters: Savannah, Georgia
CRD number: 221530
Registered since: May 13, 2015
Website: www.tfginvest.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI66.96%
Pension & Profit Sharing Plans18.97%
Corporations / Businesses8.28%
Individuals4.98%
Charitable Organizations0.82%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

The Fiduciary Group is an independent registered investment advisory firm that registered with the SEC in 2015. It describes itself as a capital allocator serving individual and family clients as well as institutional investors. The firm charges both percentage-of-AUM and fixed fees and offers financial planning, portfolio management for individuals/small businesses and for institutions, manager selection, and publishes periodic newsletters. It also lists a variety of industry affiliations and activities, including broker-dealer relationships and roles as sponsor or managing member of pooled investment vehicles. The firm does not identify itself as an active ESG investor. Accolades include placement on Financial Times’ Top 300 RIA Firms (2020) and recognition by FA Magazine as a Top RIA Firm (2020).