# Benefit Fiduciary Group LLC

> Benefit Fiduciary Group LLC is an SEC-registered investment advisory firm in Richmond, VA, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated January 28, 2026.

- CRD: 291252
- Filed as: BENEFIT FIDUCIARY GROUP LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Richmond, VA
- Filing period: October 2026
- Form ADV filing dated: January 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/291252
- AdvisorCensus page: https://advisorcensus.com/firm/benefit-fiduciary-group-llc-richmond-va-291252

## Quick answers

**How is Benefit Fiduciary Group LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Benefit Fiduciary Group LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Benefit Fiduciary Group LLC charge?**
Its Form ADV Part 2A brochure dated January 28, 2026 states: Flat fee: $4,000 to $100,000 a year (Retirement Plan Services); Hourly rate: $350 an hour (consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Benefit Fiduciary Group LLC located?**
Benefit Fiduciary Group LLC's principal office is in Richmond, VA, according to its Form ADV.

**Is Benefit Fiduciary Group LLC registered with the SEC or a state?**
Benefit Fiduciary Group LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 291252.

**How much does Benefit Fiduciary Group LLC manage?**
Benefit Fiduciary Group LLC reports $529,431,293 in regulatory assets under management in its Form ADV filing dated January 28, 2026 (39% discretionary).

**How have Benefit Fiduciary Group LLC's assets and staff changed since 2021?**
In the Form ADV data for Benefit Fiduciary Group LLC: Regulatory assets under management: $348,678,644 in the October 2021 data and $529,431,293 in the October 2026 data, up 52%. Total employees: 1 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Benefit Fiduciary Group LLC serve?**
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (47).

**Which custodians does Benefit Fiduciary Group LLC use?**
Benefit Fiduciary Group LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC, T. Rowe Price Investment Services, Inc. and Vanguard Marketing Corporation as custodians holding 10% or more of its separately managed account assets.

**Does Benefit Fiduciary Group LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/291252

**Does Benefit Fiduciary Group LLC state an account minimum?**
Its Form ADV Part 2A brochure dated January 28, 2026 says: "There are no minimum investment amounts or conditions required for establishing an account managed by BFG."

**What changed in Benefit Fiduciary Group LLC's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $466,610,623 to $529,431,293 (+13%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated January 28, 2026)

- Account minimum: None

> There are no minimum investment amounts or conditions required for establishing an account managed by BFG.

- Flat fee: $4,000 to $100,000 a year (Retirement Plan Services)

> For services provided on an on-going basis, BFG charges a fixed annual fee that ranges between $4,000 and $100,000 annually.

- Hourly rate: $350 an hour (consulting services)

> BFG provides limited-scope, one-time and as-needed consulting services under an hourly fee arrangement. An hourly fee of $350 per hour is charged by BFG for consulting services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC
- T. Rowe Price Investment Services, Inc.
- Vanguard Marketing Corporation

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $529,431,293
- Discretionary: $204,792,593
- Non-discretionary: $324,638,700

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 47 | $529,431,293 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2018 (8 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $348,678,644 | 1 | February 15, 2021 |
| October 2022 | $390,134,078 | 2 | January 19, 2022 |
| October 2023 | $379,845,535 | 2 | January 16, 2023 |
| October 2024 | $467,227,571 | 2 | January 19, 2024 |
| October 2025 | $466,610,623 | 2 | January 10, 2025 |
| October 2026 | $529,431,293 | 2 | January 28, 2026 |

Regulatory assets under management: $348,678,644 in the October 2021 data and $529,431,293 in the October 2026 data, up 52%.
Total employees: 1 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $466,610,623 to $529,431,293 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Benefit Fiduciary Group LLC (CRD 291252): Form ADV filing data as of October 2026.