Vault Fiduciary LLC
Firm details
- Headquarters
- ,
- CRD number
- 339088
- Registered since
- December 1, 2025
- Custodians
- THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, BANK OF AMERICA TRUST COMPANY
- Fee structure
- Fixed Fees
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Portfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Vault Fiduciary LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm is owned by an individual and operates with a fixed-fee billing model. Its advisory work concentrates on portfolio management for businesses and institutions and on pension consulting, positioning the firm toward institutional and retirement-plan relationships rather than retail wealth management. Vault does not describe itself as a capital allocator, is not an active ESG investor, and does not operate as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities69%
- Other31%
Contacts
1 of 1
Joshua Goldstein
DirectorCRD 5399663
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Mooney Financial
RIAJacksonville Beach, FL
Lodestar Advisory Group, LLC
RIANaples, FL
Dorothy J. Cole
RIAKyleshill Financial Planning
RIAColumbus, OH
Oak Maple Finance, LLC
RIABurlington, VT
Strava Financial, LLC
RIAWestlake Village, CA