# FIDUCIARYVEST, LLC

FIDUCIARYVEST, LLC of ATLANTA, GA is an SEC-registered investment adviser.

## Registration

- CRD: 134351
- Type: SEC-registered investment adviser
- SEC file number: 801-63958
- Location: 5600 ROSWELL ROAD, BUILDING C, ATLANTA, GA, 30342
- Phone: 404-446-1270
- Latest filing: 2026-03-24
- Regulatory AUM: $4.9B
- Discretionary AUM: $350.3M
- Non-discretionary AUM: $4.6B
- Clients: 10
- Accounts: 61

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Investment cos, Other

## Officers, owners & control persons (11)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/134351/brochure
- Similar advisers: https://search.stillhousedata.com/firm/134351/similar
- Related entities: https://search.stillhousedata.com/firm/134351/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/134351

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.