Fiduciary Alliance LLC

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Assets, Funds, Holdings

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Fiduciary Alliance LLC
CRD #284924
SEC #801-108283
CIK #0001954805
AUM $1.2 BB (2024-08-28)
Employees 42 (67% Investors, 7% Brokers)
Phone864-385-7999
Address511 Rhett Street, Suite 2A
Greenville, SC 29601
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($MM)
1300104078052026002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
MSFT 1,918,222.4 37.9
AAPL 2,382,844.0 35.3
JPM 340,169.2 21.3
COP 123,162.3 18.6
NVDA 399,550.0 15.1
AMZN 1,092,997.8 15.1
HD 277,648.0 11.6
MDLZ 85,415.8 10.6
ETN 51,598.7 9.6
CVX 294,604.1 9.6
View All
Holdings by Sector ($MM)
70056042028014002021202220232025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 1,352 256.0
(b) Individuals (high net worth individuals) 443 469.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.1
(h) Charitable organizations 0 1.2
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 60.7
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 496 439.7
(n) Other 0 1.1
Total 16,591 1,228.0
By Discretionary
Discretionary 5,117 788.2
Non-Discretionary 11,474 439.8
Total 16,591 1,228.0
By Non-United States Persons
Non-United States Persons 1.3
United States Persons 1,226.6
Total 16,591 1,228.0
EDGAR Form CIK 2011 - 2024
13F-HR [0001954805]
Comparable Firms State AUM ($BB)
Godsey & GIBB Inc
VA 1.3
Mediqus Asset Advisors Inc
IL 1.3
American Investment Services Inc
MA 1.2
Clarity Financial LLC
TX 1.2
Clearwater Capital Advisors LLC
IL 1.2
Liberty Wealth Management LLC
CA 1.2
Wingate Wealth Advisors Inc
MA 1.2
Twelve Points Wealth Management LLC
MA 1.2
Palisade Asset Management LLC
MN 1.2
Moloney Securities Asset Management LLC
MO 1.2
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