FIDUCIARY BENEFITS GROUP

FIDUCIARY BENEFITS GROUP is an SEC-registered investment adviser (CRD 326204). Regulatory assets under management: $1.1B.

Registration

• CRD: 326204
• SEC file number: 801-127947
• Type: Registered investment adviser
• Phone: 844-967-8491
• Latest filing: 2026-03-15
• Regulatory AUM: $1.1B
• Discretionary AUM: $1.0B
• Non-discretionary AUM: $42.8M
• Clients: 3
• Accounts: 582

Business model

Compensation: % of AUM, Fixed.

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

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 326204 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search