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| Keyboard |
| Fiduciary Benefits Group
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|---|---|
| CRD # | 326204 |
| SEC # | 801-127947 |
| CIK # | |
| AUM | 1,065.8 M (2026-03-15) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 844-967-8491 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 66 | 17.8 |
| (b) Individuals (high net worth individuals) | 122 | 139.2 |
| (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 | 121 | 905.0 |
| (h) Charitable organizations | 0 | 3.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 582 | 1,065.8 |
| By Discretionary | ||
| Discretionary | 555 | 1,023.1 |
| Non-Discretionary | 27 | 42.8 |
| Total | 582 | 1,065.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,065.8 | |
| Total | 582 | 1,065.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Yeske BUIE Inc
✚
|
VA | 1,069.4 M |
|
PARR McKnight Wealth Management Group LLC
✚
|
MN | 1,068.6 M |
|
St Clair Advisors LLC
✚
|
OH | 1,068.0 M |
|
Resources Management Corp
✚
|
CT | 1,067.2 M |
|
Rae & Lipskie Investment Counsel Inc
✚
|
1,066.2 M | |
|
Gibbs Wealth Management LLC
✚
|
GA | 1,064.8 M |
|
NPA Asset Management LLC
✚
|
NJ | 1,064.8 M |
|
Spectrum Investment Advisors Inc
✚
|
WI | 1,064.6 M |
|
ISTO Advisors LLC
✚
|
MI | 1,064.5 M |
|
Uptick Partners LLC
✚
|
TX | 1,063.2 M |