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| Happy Holidays!! thanks for using AUM13F!! |
| Fiducient Advisors LLC
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| CRD # | 106720 |
| SEC # | 801-48820 |
| CIK # | 0001729866 |
| AUM | $67.6 B (2025-03-26) |
| Employees | 218 (38% Investors, 0% Brokers) |
| Phone | 312-853-1000 |
| Address | 500 W Madison Street Chicago, IL 60661-4593 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001729866 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Aon Corp | 120.7 | ||
| Paccar Inc | 34.8 | ||
| Diamondback Energy Inc | 31.3 | ||
| Uber Technologies Inc | 13.3 | ||
| Illinois Tool Works Inc | 9.2 | ||
| Nvidia Corp | 6.5 | ||
| World Currency Gold Trust | 6.3 | ||
| Black Stone Minerals LP | 6.2 | ||
| Oracle Corp | 5.9 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 171 | 0.0 |
| (b) Individuals (high net worth individuals) | 496 | 25.4 |
| (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 | 152 | 28.0 |
| (h) Charitable organizations | 324 | 14.1 |
| (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 | 5 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,150 | 67.6 |
| By Discretionary | ||
| Discretionary | 850 | 34.2 |
| Non-Discretionary | 300 | 33.5 |
| Total | 1,150 | 67.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 67.6 | |
| Total | 1,150 | 67.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001729866] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Truist Advisory Services Inc
✚
|
GA | 67.7 |
|
Goldman Sachs Asset Management Co Ltd
✚
|
67.6 | |
|
Rathbones Investment Management Limited
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|
67.0 | |
|
Invesco Asset Management Japan Limited
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|
61.5 | |
|
Mercer Global Advisors Inc
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|
CO | 60.3 |
|
Betterment LLC
✚
|
NY | 56.4 |
|
World Investment Advisors LLC
✚
|
CA | 56.3 |
|
Citigroup Global Markets Inc
✚
|
NY | 46.9 |
|
Avantax Advisory Services Inc
✚
|
TX | 46.1 |
|
Mawer Investment Management Ltd
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|
45.9 |