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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| FiduciaryVest LLC
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|---|---|
| CRD # | 134351 |
| SEC # | 801-63958 |
| CIK # | |
| AUM | $4.4 B (2025-07-14) |
| Employees | 11 (82% Investors, 0% Brokers) |
| Phone | 404-446-1270 |
| Address | 5600 Roswell Road Atlanta, GA 30342 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($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) | 15 | 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 | 1.5 |
| (h) Charitable organizations | 11 | 2.2 |
| (i) State or municipal government entities | 4 | 0.2 |
| (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 | 59 | 4.4 |
| By Discretionary | ||
| Discretionary | 23 | 0.3 |
| Non-Discretionary | 36 | 4.1 |
| Total | 59 | 4.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.4 | |
| Total | 59 | 4.4 |
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|---|---|---|
|
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WI | 4.6 |
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AL | 4.5 |
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Osaic FS Inc
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IN | 4.5 |
|
Veratis Advisors Inc
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NC | 4.5 |
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Stifel Independent Advisors LLC
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MO | 4.4 |
|
Concourse Financial Group Securities Inc
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AL | 4.4 |
|
Cain Watters & Associates LLC
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TX | 4.2 |
|
BTC Capital Management Inc
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|
IA | 4.2 |