# FIDUCIARY SERVICES LLC

FIDUCIARY SERVICES LLC of POCATELLO, ID is an SEC-registered investment adviser.

## Registration

- CRD: 314777
- Type: SEC-registered investment adviser
- SEC file number: 801-122940
- Location: 275 S 5TH AVE, SUITE 151, POCATELLO, ID, 83201
- Phone: 208-281-3807
- Latest filing: 2025-03-04
- Regulatory AUM: $1.3B
- Discretionary AUM: $1.3B
- Clients: 7
- Accounts: 50

## Business model

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

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Brett David Robison | MEMBER | — |
| Gene Clay Esplin | MEMBER | — |
| Joel Daniel Phillips | CHIEF COMPLIANCE OFFICER | — |
| PHILLIPS JOEL DANIEL | CHIEF COMPLIANCE OFFICER | — |
| ROBISON BRETT DAVID | MEMBER | — |
| ESPLIN GENE CLAY | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/314777/brochure
- Similar advisers: https://search.stillhousedata.com/firm/314777/similar
- Related entities: https://search.stillhousedata.com/firm/314777/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/314777

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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.