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| Happy Holidays!! thanks for using AUM13F!! |
| Fiduciary Alliance LLC
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| CRD # | 284924 |
| SEC # | 801-108283 |
| CIK # | 0001954805 |
| AUM | $1.9 B (2025-06-06) |
| Employees | 63 (60% Investors, 2% Brokers) |
| Phone | 864-385-7999 |
| Address | 135 S Main St Greenville, SC 29601 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 60.2 | ||
| Apple Inc | 50.5 | ||
| J P Morgan Chase & Co | 42.4 | ||
| Nvidia Corp | 32.8 | ||
| Amazon Com Inc | 32.7 | ||
| Palantir Technologies Inc | 19.7 | ||
| iShares Bitcoin Trust | 19.2 | ||
| MicroStrategy Inc | 18.2 | ||
| Home Depot Inc | 16.7 | ||
| Conocophillips | 15.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,273 | 711.4 |
| (b) Individuals (high net worth individuals) | 1,738 | 653.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 9.5 |
| (h) Charitable organizations | 0 | 1.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 65.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 631 | 478.1 |
| (n) Other | 12 | 3.2 |
| Total | 6,842 | 1,922.0 |
| By Discretionary | ||
| Discretionary | 6,036 | 1,472.4 |
| Non-Discretionary | 806 | 449.6 |
| Total | 6,842 | 1,922.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.8 | |
| United States Persons | 1,920.2 | |
| Total | 6,842 | 1,922.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001954805] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
TPG Financial Advisors LLC
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|
OR | 2.0 |
|
Sather Financial Group Inc
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|
TX | 1.9 |
|
Magnus Financial Group LLC
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NY | 1.9 |
|
Willow Creek Wealth Management Inc
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|
CA | 1.9 |
|
Bankers Life Advisory Services Inc
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|
IL | 1.9 |
|
Sound View Wealth Advisors Group LLC
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|
GA | 1.9 |
|
Northwest Financial Advisors LLC
✚
|
VA | 1.9 |
|
Stack Financial Management Inc
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|
MT | 1.9 |
|
Retirement Plan Advisors LLC
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|
IL | 1.9 |
|
Everhart Financial Group Inc
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|
OH | 1.9 |