# THE FIDUCIARY GROUP, LLC

THE FIDUCIARY GROUP, LLC of SAVANNAH, GA is an SEC-registered investment adviser.

## Registration

- CRD: 221530
- Type: SEC-registered investment adviser
- SEC file number: 801-96251
- Location: 310 COMMERCIAL DRIVE, SAVANNAH, GA, 31406-3682
- Phone: 912-303-9000
- Latest filing: 2026-03-31
- Regulatory AUM: $2.0B
- Discretionary AUM: $1.9B
- Non-discretionary AUM: $26.3M
- Clients: 18
- Accounts: 1,726

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Corporations, Other

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Malcolm Lee Butler | PRESIDENT AND CEO | — |
| Joel Philip Goodman | CHIEF  INVESTMENT OFFICER | — |
| Scott Brian Mcghie | DIRECTOR OF RESEARCH AND PORTFOLIO MANAGEMENT | — |
| Shanon R Caddick | CHIEF COMPLIANCE OFFICER | — |
| BUTLER JANET LEE | PRESIDENT AND CEO | — |
| BUTLER JULIA LANGLEY | CHIEF COMPLIANCE OFFICER | — |
| GOODMAN JOEL PHILIP | CHIEF  INVESTMENT OFFICER | — |
| MCGHIE SCOTT BRIAN | DIRECTOR OF RESEARCH AND PORTFOLIO MANAGEMENT; SENIOR INVESTMENT MANAGER AND DIRECTOR OF RESEARCH AND PORTFOLIO MANAGEMENT | — |
| ROYAL SHANON R | CHIEF COMPLIANCE OFFICER | — |
| CADDICK SHANON R | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/221530/brochure
- Similar advisers: https://search.stillhousedata.com/firm/221530/similar
- Related entities: https://search.stillhousedata.com/firm/221530/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/221530

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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.