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| The Fiduciary Group LLC
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|---|---|
| CRD # | 221530 |
| SEC # | 801-96251 |
| CIK # | 0001424480, 0000764532, 0001200143, 0001925420, 0000356271, 0001168361, 0000941407, 0000035442, 0001645890 |
| AUM | 1,969.3 M (2026-03-31) |
| Employees | 18 (61% 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) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Nvidia Corp | 0.0 | ||
| iShares Comex Gold Trust | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Coreweave Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 271 | 98.0 |
| (b) Individuals (high net worth individuals) | 350 | 1,318.7 |
| (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 | 41 | 373.5 |
| (h) Charitable organizations | 5 | 16.1 |
| (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 | 35 | 163.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,726 | 1,969.3 |
| By Discretionary | ||
| Discretionary | 1,710 | 1,943.0 |
| Non-Discretionary | 16 | 26.3 |
| Total | 1,726 | 1,969.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.3 | |
| United States Persons | 1,967.0 | |
| Total | 1,726 | 1,969.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.6B |
| Serves | Institutional, Retail, Research |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Fiduciary Management Inc /WI/ | |
| Liberty All Star Equity Fund |
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