THE FIDUCIARY GROUP
Latest filing: Aug 27, 2024 (236 days ago)
AUM
$1,613,411,088
0% change vs. 1 year ago
2% change vs. 3 years ago
40% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
16
0% change vs. 1 year ago
7% change vs. 3 years ago
14% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
SAVANNAH, GA
310 COMMERCIAL DRIVE, SAVANNAH, GA, UNITED STATES, 31406-3682
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.6 |
| Non-Discretionary | $0.0 |
| Total | $1.6 |
| Client | AUM |
|---|---|
| Retail | $1.1 |
| Pooled | $0.0 |
| Institutional | $0.5 |
| Total | $1.6 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 249 | $0.1 |
| Average Individual AUM | $366,234 | |
| HNW | 332 | $1.1 |
| Average HNW AUM | $3,170,961 | |
| Retail Total | 581 | $1.1 |
| Average Retail AUM | $1,968,935 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $1.4 |
| NATIONAL FINANCIAL SERVICES LLC | SMITHFIELD-RI-USA | $0.2 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.6 |
| Retail SMA AUM | $1.1 |
| Institutional SMA AUM | $0.5 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 41% | $0.7 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 3% | $0.0 |
| Municipal | 1% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 6% | $0.1 |
| HY Credit | 1% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 40% | $0.6 |
| Other Pools | 1% | $0.0 |
| Cash | 7% | $0.1 |
| Other | 0% | $0.0 |
| Total | 100% | $1.6 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| SCS CAPITAL MANAGEMENT LLC | $39.6 | 122258 | |
| SENTINEL PENSION ADVISORS INC | $9.0 | 109901 | |
| FOCUS RISK SOLUTIONS, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
11 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| HAYDEN BLOW | SAVANNAH | GA | S66|2018-12-21 | ||||||
| JUSTIN KOHLER | SAVANNAH | GA | S63|2013-08-21|S65|2013-10-30 | CERTIFIED FINANCIAL PLANNER | |||||
| JOEL GOODMAN | SAVANNAH | GA | S66|2002-12-17 | CHARTERED FINANCIAL ANALYST | |||||
| COLIN DUVALL | SAVANNAH | GA | S65|2023-09-29 | ||||||
| ELEANOR BUTLER | SAVANNAH | GA | S65|2018-08-29 | CERTIFIED FINANCIAL PLANNER | |||||
| MICHAEL MCLEOD | SAVANNAH | GA | S66|2006-12-28 | CERTIFIED FINANCIAL PLANNER | |||||
| KYLE POWERS | SAVANNAH | GA | S63|2008-11-19|S65|2008-12-16 | CERTIFIED FINANCIAL PLANNER | |||||
| SCOTT MCGHIE | SAVANNAH | GA | S63|2007-04-06|S65|2009-01-27 | CHARTERED FINANCIAL ANALYST | |||||
| MALCOLM BUTLER | SAVANNAH | GA | S65|1995-12-12 | ||||||
| KIMBERLY BEITER | SAVANNAH | GA | S63|2012-10-22 | ||||||
| JARED HAMMERS | SAVANNAH | GA | CHARTERED FINANCIAL ANALYST | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-03-06 | $1.6 | $0.0 | 0% | 16 | 0 | 0% |
| 2024-04-02 | $1.6 | $0.0 | 0% | 16 | 0 | 0% |
| 2023-04-04 | $1.3 | $0.3 | 21% | 16 | 0 | 0% |
| 2022-04-01 | $1.6 | $0.0 | 2% | 15 | 1 | 7% |
| 2021-04-05 | $1.3 | $0.3 | 26% | 14 | 2 | 14% |
| 2020-04-01 | $1.2 | $0.5 | 40% | 14 | 2 | 14% |
| 2019-04-01 | $0.9 | $0.7 | 80% | 13 | 3 | 23% |
| 2018-04-02 | $0.9 | $0.7 | 85% | 13 | 3 | 23% |
| 2017-04-01 | $0.8 | $0.9 | 114% | 11 | 5 | 45% |
| 2016-04-01 | $0.7 | $0.9 | 140% | 10 | 6 | 60% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| GA, CA-03/29/2021, CO-03/29/2019, FL-05/13/2015, GA-05/13/2015, LA-06/25/2020, MD-03/24/2022, ME-06/25/2020, NC-05/13/2015, NH-03/30/2020, PA-03/27/2018, SC-05/13/2015, TX-05/13/2015, VA-05/13/2015 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION NEWSLETTERS |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV