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| Fiduciary Alliance LLC
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|---|---|
| CRD # | 284924 |
| SEC # | 801-108283 |
| CIK # | 0001954805 |
| AUM | 2,526.2 M (2026-06-12) |
| Employees | 76 (59% Investors, 1% Brokers) |
| Phone | 864-385-7999 |
| Address | 135 S Main St Greenville, SC 29601 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 50.4 | ||
| J P Morgan Chase & Co | 32.9 | ||
| Microsoft Corp | 32.8 | ||
| Nvidia Corp | 30.9 | ||
| Amazon Com Inc | 26.8 | ||
| Alphabet Inc | 18.0 | ||
| Johnson & Johnson | 17.5 | ||
| Morgan Stanley | 15.6 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 15.1 | ||
| Conocophillips | 14.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6,356 | 1.2 |
| (b) Individuals (high net worth individuals) | 2,388 | 1.1 |
| (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 | 12 | 0.0 |
| (h) Charitable organizations | 9 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.1 |
| (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 | 168 | 0.1 |
| (n) Other | 31 | 0.0 |
| Total | 9,155 | 2.5 |
| By Discretionary | ||
| Discretionary | 8,921 | 2.5 |
| Non-Discretionary | 234 | 0.0 |
| Total | 9,155 | 2.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.5 | |
| Total | 9,155 | 2.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001954805] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
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|
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TX | 2,464.5 M |
|
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OH | 2,464.1 M |
|
Howe and Rusling Inc
✚
|
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