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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| The Fiduciary Group LLC
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| CRD # | 221530 |
| SEC # | 801-96251 |
| CIK # | 0001645890, 0001168361, 0000356271, 0000764532, 0001424480, 0000941407, 0001200143, 0000035442, 0001925420 |
| AUM | $1.7 B (2025-04-01) |
| Employees | 16 (69% Investors, 0% Brokers) |
| Phone | 912-303-9000 |
| Address | 310 Commercial Drive Savannah, GA 31406-3682 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Coupang Inc | 0.4 | ||
| TJX Companies Inc /DE/ | 0.4 | ||
| Microsoft Corp | 0.3 | ||
| Apple Inc | 0.3 | ||
| Amazon Com Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Home Depot Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 271 | 98.3 |
| (b) Individuals (high net worth individuals) | 323 | 1,150.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 37 | 323.6 |
| (h) Charitable organizations | 4 | 12.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 32 | 143.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,604 | 1,728.0 |
| By Discretionary | ||
| Discretionary | 1,587 | 1,703.1 |
| Non-Discretionary | 17 | 24.9 |
| Total | 1,604 | 1,728.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,728.0 | |
| Total | 1,604 | 1,728.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000035442] | |
| D | [0000356271] | |
| 13F-HR | [0000764532] | |
| 3 | [0000764532] | |
| SC 13G | [0000764532] | |
| 13F-NT | [0000941407] | |
| 13F-NT | [0001168361] | |
| 13F-HR | [0001424480] | |
| 13F-NT | [0001424480] | |
| 13F-HR | [0001645890] | |
| 13F-HR | [0001925420] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| Fiduciary Management Inc /WI/ | |
| Liberty All Star Equity Fund |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
First Heartland Consultants Inc
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|
MO | 1.8 |
|
The Norden Group LLC
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UT | 1.7 |
|
CFO4Life Group LLC
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TX | 1.7 |
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Fiduciary Advisors Inc
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MO | 1.7 |
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Ellenbecker Investment Group Inc
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WI | 1.7 |
|
JSF Financial LLC
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CA | 1.7 |
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Physician Wealth Advisors Inc
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UT | 1.7 |
|
Navy Federal Investment Services LLC
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VA | 1.7 |
|
Twelve Points Wealth Management LLC
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MA | 1.7 |
|
Impact Partnership Wealth LLC
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GA | 1.7 |