FIDUCIARY ORGANIZATION, LLC

FIDUCIARY ORGANIZATION, LLC of GREENVILLE, SC is an SEC-registered investment adviser (CRD 325661). Regulatory assets under management: $14.8M.

Registration

• CRD: 325661
• Type: Registered investment adviser
• Location: 217 WEST STONE AVE, GREENVILLE, SC, 29609
• Phone: 864-704-5114
• Latest filing: 2026-01-27
• Regulatory AUM: $14.8M
• Discretionary AUM: $14.8M
• Clients: 3
• Accounts: 161

Business model

Compensation: % of AUM, Hourly, Fixed.

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

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 325661 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search