# FIDUCIARY FINANCIAL GROUP, LLC

FIDUCIARY FINANCIAL GROUP, LLC of SAN RAFAEL, CA is an SEC-registered investment adviser.

## Registration

- CRD: 285681
- Type: SEC-registered investment adviser
- SEC file number: 801-121655
- Location: 1101 FIFTH AVENUE, SUITE 305, SAN RAFAEL, CA, 94901
- Phone: 415-352-1100
- Latest filing: 2026-06-10
- Regulatory AUM: $1.1B
- Discretionary AUM: $1.1B
- Non-discretionary AUM: $8.4M
- Clients: 10
- Accounts: 1,607

## Business model

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

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Richard Lloyd Davey | MANAGING MEMBER | — |
| Trevor Patrick Scotto | MEMBER | — |
| Thomas Whitney Vogelheim | MEMBER | — |
| Christopher Joseph Moore | CHIEF COMPLIANCE OFFICER | — |
| DAVEY RICHARD LLOYD | MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| Scotto Trevor Patrick | MEMBER; MEMBER/CHIEF COMPLIANCE OFFICER | — |
| TORRES VICTOR JAVIER | MEMBER | — |
| VOGELHEIM THOMAS WHITNEY | MEMBER | — |


## Branch offices (4)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| BOISE | ID | 5 | 2089576922 |
| WALNUT CREEK | CA | 1 | (415) 717-4831 |
| — | — | 1 | (682) 321-1311 |
| — | — | 1 | 208-957-6922 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/285681/brochure
- Similar advisers: https://search.stillhousedata.com/firm/285681/similar
- Related entities: https://search.stillhousedata.com/firm/285681/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/285681

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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.