|
⚲
|
| Fiduciary Capital Management LLC
✚
|
|
|---|---|
| CRD # | 340618 |
| SEC # | 801-135523 |
| CIK # | |
| AUM | $149.2 M (2026-06-29) |
| Employees | 12 (83% Investors, 17% Brokers) |
| Phone | 503-515-1313 |
| Address | 1621 Central Ave Cheyenne, WY 82001 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 62 | 5.1 |
| (b) Individuals (high net worth individuals) | 1 | 144.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 63 | 149.2 |
| By Discretionary | ||
| Discretionary | 62 | 5.1 |
| Non-Discretionary | 1 | 144.1 |
| Total | 63 | 149.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 149.2 | |
| Total | 63 | 149.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Poulos Advisors Inc
✚
|
VT | 0.2 |
|
Optima Capital Management LLC
✚
|
AZ | 0.2 |
|
Atlantis Wealth Advisors LLC
✚
|
OH | 0.2 |
|
MZ Capital Management LLC
✚
|
0.2 | |
|
Clearbrook Investment Solutions LLC
✚
|
NY | 0.1 |
|
Legacy Capital Management Limited Liability Company
✚
|
CA | 0.1 |
|
Peak American Investment Advisors Inc
✚
|
TX | 0.1 |
|
Townsend Financial Planning LLC
✚
|
KY | 0.1 |
|
Mueller Wealth LLC
✚
|
WI | 0.1 |
|
Barrett Wealth Connection LLC
✚
|
IL | 0.1 |