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| The Fiduciary Group LLC
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|---|---|
| CRD # | 221530 |
| SEC # | 801-96251 |
| CIK # | 0000356271, 0001424480, 0001200143, 0001168361, 0001645890, 0000941407, 0001925420, 0000035442 |
| AUM | $1.6 BB (2024-08-27) |
| Employees | 16 (69% Investors, 0% Brokers) |
| Phone | 912-303-9000 |
| Address | 310 Commercial Drive Savannah, GA 31406-3682 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.3 | |
| TJX | 67.3 | 0.3 | |
| MSFT | 1,918.2 | 0.3 | |
| CPNG | 22.4 | 0.3 | |
| GOOGL | 1,475.1 | 0.1 | |
| AMZN | 1,093.0 | 0.1 | |
| NVDA | 399.6 | 0.1 | |
| XOM | 385.5 | 0.1 | |
| HD | 277.6 | 0.1 | |
| GOOG | 1,482.6 | 0.1 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 249 | 91.2 |
| (b) Individuals (high net worth individuals) | 332 | 1,052.8 |
| (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 | 38 | 274.6 |
| (h) Charitable organizations | 2 | 7.2 |
| (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 | 33 | 187.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,566 | 1,613.4 |
| By Discretionary | ||
| Discretionary | 1,548 | 1,589.2 |
| Non-Discretionary | 18 | 24.2 |
| Total | 1,566 | 1,613.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,613.4 | |
| Total | 1,566 | 1,613.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000035442] | |
| D | [0000356271] | |
| 13F-NT | [0000941407] | |
| 13F-NT | [0001168361] | |
| 13F-HR | [0001424480] | |
| 13F-NT | [0001424480] | |
| 13F-HR | [0001645890] | |
| 13F-HR | [0001925420] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
TLG Advisors Inc
✚
|
CO | 1.7 |
|
TPG Financial Advisors LLC
✚
|
OR | 1.7 |
|
Northwest Financial Advisors LLC
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|
VA | 1.7 |
|
The Investment Counsel Company of Nevada
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|
NV | 1.6 |
|
Sound View Wealth Advisors Group LLC
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|
GA | 1.6 |
|
Bison Wealth LLC
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|
GA | 1.6 |
|
EIDE Bailly Advisors LLC
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|
ND | 1.6 |
|
JB Capital LLC
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|
CT | 1.6 |
|
Cooper Financial Group
✚
|
CA | 1.6 |
|
Smith Anglin Financial LLC
✚
|
TX | 1.6 |