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| Keyboard |
| Fiduciary Experts LLC
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|---|---|
| CRD # | 146721 |
| SEC # | 801-107816 |
| CIK # | |
| AUM | 985.8 M (2026-05-19) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 951-412-6283 |
| Address | |
| Source | [IAPD] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 46 | 4.6 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 6 | 256.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 23 | 724.4 |
| (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 | 89 | 985.8 |
| By Discretionary | ||
| Discretionary | 14 | 595.8 |
| Non-Discretionary | 75 | 389.9 |
| Total | 89 | 985.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 985.8 | |
| Total | 89 | 985.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Legacy Financial Group LLC
✚
|
IA | 1,007.6 M |
|
Everest Financial Group LLC
✚
|
MN | 1,002.5 M |
|
Capsouth Partners Inc
✚
|
AL | 1,001.3 M |
|
Commonwealth Financial Services LLC
✚
|
WV | 994.7 M |
|
McLean Asset Management Corporation
✚
|
VA | 993.9 M |
|
American Independent Securities Group LLC
✚
|
ID | 986.3 M |
|
Astoria Portfolio Advisors LLC
✚
|
NY | 977.6 M |
|
Crewcial Partners LLC
✚
|
NY | 971.6 M |
|
Veery Capital LLC
✚
|
PA | 971.4 M |
|
Garrett Wealth Advisory Group LLC
✚
|
TX | 969.8 M |