|
⚲
|
| Keyboard |
| FiduciaryVest LLC
✚
|
|
|---|---|
| CRD # | 134351 |
| SEC # | 801-63958 |
| CIK # | |
| AUM | 4,933.6 M (2026-03-24) |
| Employees | 10 (90% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 404-446-1270 |
| Address | 5600 Roswell Road Atlanta, GA 30342 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 16 | 0.1 |
| (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 | 5 | 1.7 |
| (h) Charitable organizations | 12 | 2.5 |
| (i) State or municipal government entities | 4 | 0.3 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.1 |
| (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 | 0.2 |
| Total | 61 | 4.9 |
| By Discretionary | ||
| Discretionary | 24 | 0.4 |
| Non-Discretionary | 37 | 4.6 |
| Total | 61 | 4.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.9 | |
| Total | 61 | 4.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Stonex Advisors Inc
✚
|
AL | 5,092.9 M |
|
TFO Family Office Partners LLC
✚
|
AZ | 5,037.1 M |
|
Cain Watters & Associates LLC
✚
|
TX | 5,036.8 M |
|
Riverbridge Partners LLC
✚
|
MN | 5,027.0 M |
|
Stifel Independent Advisors LLC
✚
|
MO | 5,007.0 M |
|
Savvy Advisors Inc
✚
|
NY | 5,001.0 M |
|
Meridian Wealth Management LLC
✚
|
KY | 4,983.4 M |
|
Southstate Private Capital Management LLC
✚
|
SC | 4,957.0 M |
|
Compound Planning Inc
✚
|
NY | 4,848.6 M |
|
The Ascent Group LLC
✚
|
VA | 4,760.6 M |