Fiduciary Planning LLC

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Assets, Funds, Holdings

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Fiduciary Planning LLC
CRD #304104
SEC #801-116818
CIK #0001792851
AUM $289.9 MM (2024-08-27)
Employees 8 (62% Investors, 0% Brokers)
Phone610-399-1500
Address33 South Indiana Avenue
Englewood, FL 34223
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($MM)
3002401801206002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
MSFT 1,918,222.4 3.4
AAPL 2,382,844.0 2.6
AVGO 201,282.9 2.0
GOOGL 1,475,138.5 1.7
NVDA 399,550.0 1.5
CPRT 25,870.7 1.4
 
 
 
 
 
Holdings by Sector ($MM)
3002401801206002018202020222025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 771 152.8
(b) Individuals (high net worth individuals) 68 124.2
(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 4 12.5
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 1 0.4
(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 1,472 289.9
By Discretionary
Discretionary 1,223 260.8
Non-Discretionary 249 29.1
Total 1,472 289.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 289.9
Total 1,472 289.9
EDGAR Form CIK 2011 - 2024
13F-HR [0001792851]
Comparable Firms State AUM ($BB)
Flywheel Private Wealth LLC
CA 0.3
Pollock Investment Advisors LLC
MI 0.3
Dam2019 LLC
GA 0.3
Gunpowder Capital Management LLC
MD 0.3
MN Wealth Advisors LLC
KS 0.3
Marin Bay Wealth Advisors LLC
CA 0.3
Evans Investment Advisors LLC
LA 0.3
Asset Planning Services Inc
LA 0.3
Invenio Wealth Partners LLC
FL 0.3
Lowery Thomas LLC
CA 0.3
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tony@aum13f.com