# THE FIDUCIARY ALLIANCE

THE FIDUCIARY ALLIANCE of GREENVILLE, SC is an SEC-registered investment adviser.

## Registration

- CRD: 284924
- Type: SEC-registered investment adviser
- SEC file number: 801-108283
- Location: 135 S MAIN ST, GREENVILLE, SC, 29601
- Phone: 864-385-7999
- Latest filing: 2026-08-05
- Regulatory AUM: $2.5B
- Discretionary AUM: $2.5B
- Non-discretionary AUM: $45.4M
- Clients: 76
- Accounts: 9,155

## Business model

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

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Anthony Richard Mahfood | MANAGING MEMBER | — |
| Brian James Boughner | MANAGING MEMBER | — |
| Victoria Regina Latham | CHIEF COMPLIANCE OFFICER | — |
| Gregory Miller Towner | CHIEF INVESTMENT OFFICER | — |
| MAHFOOD ANTHONY RICHARD | MANAGING MEMBER; MANAGING MEMBER AND CCO | — |
| BOUGHNER BRIAN JAMES | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| CANZERI STUART SOMMERVILLE | MANAGING MEMBER | — |
| HUGHES DAVID PARKER | MANAGING MEMBER | — |
| CULLEN JAMES MICHAEL | CHIEF COMPLIANCE OFFICER | — |
| LATHAM VICTORIA REGINA | CHIEF COMPLIANCE OFFICER | — |
| TOWNER GREGORY MILLER | CHIEF INVESTMENT OFFICER | — |
| Susan S Harvell | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/284924/brochure
- Similar advisers: https://search.stillhousedata.com/firm/284924/similar
- Related entities: https://search.stillhousedata.com/firm/284924/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/284924

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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.