# Fiduciary Benefits Group

> Fiduciary Benefits Group is an SEC-registered investment advisory firm in San Diego, CA, registered since 2023, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 15, 2026.

- CRD: 326204
- Filed as: FIDUCIARY BENEFITS GROUP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Diego, CA
- Filing period: October 2026
- Form ADV filing dated: March 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/326204
- AdvisorCensus page: https://advisorcensus.com/firm/fiduciary-benefits-group-san-diego-ca-326204

## Quick answers

**How is Fiduciary Benefits Group compensated?**
On its Form ADV (Item 5.E, October 2026), Fiduciary Benefits Group reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Fiduciary Benefits Group located?**
Fiduciary Benefits Group's principal office is in San Diego, CA, according to its Form ADV.

**Is Fiduciary Benefits Group registered with the SEC or a state?**
Fiduciary Benefits Group is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 326204.

**How much does Fiduciary Benefits Group manage?**
Fiduciary Benefits Group reports $1,065,821,531 in regulatory assets under management in its Form ADV filing dated March 15, 2026 (96% discretionary).

**How have Fiduciary Benefits Group's assets and staff changed since 2023?**
In the Form ADV data for Fiduciary Benefits Group: Regulatory assets under management: $559,059,219 in the October 2023 data and $1,065,821,531 in the October 2026 data, up 91%. Total employees: 3 in October 2023 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Fiduciary Benefits Group serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (122); pension and profit sharing plans (but not the plan participants or government pension plans) (121); individuals (other than high net worth individuals) (66).

**Which custodians does Fiduciary Benefits Group use?**
Fiduciary Benefits Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Empower Financial Services, Inc. and TIAA-CREF Individual & Institutional Services, LLC as custodians holding 10% or more of its separately managed account assets.

**Does Fiduciary Benefits Group 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/326204

**Does Fiduciary Benefits Group state an account minimum?**
Its Form ADV Part 2A brochure dated March 15, 2026 says: "We do not have a minimum account size requirement.."

**What changed in Fiduciary Benefits Group's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $843,444,052 to $1,065,821,531 (+26%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 15, 2026)

- Account minimum: None

> We do not have a minimum account size requirement..

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Empower Financial Services, Inc.
- TIAA-CREF Individual & Institutional Services, LLC

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: $1,065,821,531
- Discretionary: $1,023,057,397
- Non-discretionary: $42,764,134

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 66 | $17,834,699 |
| High net worth individuals | 122 | $139,175,634 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 121 | $905,045,062 |
| Charitable organizations | Fewer than 5 | $3,766,136 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, ID, LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fiduciarybenefitsgroup.com
- LinkedIn @fiduciary-benefits-group-10

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $559,059,219 | 3 | September 7, 2023 |
| October 2024 | $651,504,500 | 3 | July 11, 2024 |
| October 2025 | $843,444,052 | 3 | March 14, 2025 |
| October 2026 | $1,065,821,531 | 3 | March 15, 2026 |

Regulatory assets under management: $559,059,219 in the October 2023 data and $1,065,821,531 in the October 2026 data, up 91%.
Total employees: 3 in October 2023 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $843,444,052 to $1,065,821,531 (+26%).

### December 2025
- Registered or notice-filed in CO.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fiduciary Benefits Group (CRD 326204): Form ADV filing data as of October 2026.