FIDUCIARY EXPERTS LLC

FIDUCIARY EXPERTS LLC is an SEC-registered investment adviser (CRD 146721). Regulatory assets under management: $985.8M.

Registration

• CRD: 146721
• SEC file number: 801-107816
• Type: Registered investment adviser
• Phone: 951-412-6283
• Latest filing: 2026-05-19
• Regulatory AUM: $985.8M
• Discretionary AUM: $595.8M
• Non-discretionary AUM: $389.9M
• Clients: 3
• Accounts: 89

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Investment cos.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 146721 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search