FIDUCIARYVEST, LLC of ATLANTA, GA is an SEC-registered investment adviser (CRD 134351). Regulatory assets under management: $4.9B.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Investment cos, Other.
| Name | Role | Location |
|---|---|---|
| Jason Philip Small | MANAGING PRINCIPAL, SENIOR CONSULTANT | — |
| Mark Andrew Kallis | CHIEF COMPLIANCE OFFICER, SENIOR CONSULTANT | — |
| SMALL VINCENT PHILIP | DIRECTOR; MANAGING MEMBER, PARTNER; MANAGING PRINCIPAL, SENIOR CONSULTANT (+1 more) | — |
| JONES JR WILLIAM PHILLIP | DIRECTOR; MANAGING DIRECTOR; MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER (+3 more) | — |
| SMALL HAROLD WEEKS | DIRECTOR; PARTNER | — |
| BUCKALEW JOE GREGG | CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | — |
| MARINO ANDREW | CHIEF INVESTMENT OFFICER | — |
| MARINO ANDREW GIOCCHINO | CHIEF INVESTMENT OFFICER | — |
| SADLER ZACHARY CARTER | MEMBER, PARTNER; PARTNER | — |
| MELCHER EVAN BRADLEY | MEMBER, PARTNER | — |
| KALLIS MARK ANDREW | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, SENIOR CONSULTANT | — |