{ "crd_number": 111827, "slug": "fiduciary-counselors-inc-washington-dc-111827", "primary_business_name": "FIDUCIARY COUNSELORS INC.", "legal_name": "FIDUCIARY COUNSELORS INC.", "dbas": [], "city": "Washington", "state": "DC", "country": "United States", "cbsa_code": "47900", "metro": { "cbsa_code": "47900", "common_name": "Washington", "msa_name": "Washington-Arlington-Alexandria, DC-VA-MD-WV", "path": "/advisors/dc/washington" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "1999-11-29", "years_registered": 26, "period": "2026-10-01", "filing_date": "2026-03-31", "carried_forward": false, "raum_total": 20348264544.0, "raum_discretionary": 19778597742.0, "raum_non_discretionary": 569666802.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 8, "advisory_employees": 6, "client_count_bucket": null, "clients_by_type": { "pension_profit_sharing": { "raum": 20348264544.0, "count": 13 } }, "compensation_types": [ "fixed", "hourly" ], "advisory_activities": [ "pension_consulting", "portfolio_management_businesses_institutional", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 1, "states_registered": [ "DC" ], "websites": [ "https://erisasettlements.com", "https://fiduciarycounselors.com", "https://planfiduciary.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/111827", "disclosure_items": [ { "item": "11.H(2)", "question": "Is the firm or an advisory affiliate now the subject of a civil proceeding that could result in a yes answer to any part of 11.H(1)?" } ], "city_as_filed": "WASHINGTON", "url": "https://advisorcensus.com/firm/fiduciary-counselors-inc-washington-dc-111827", "display_name": "Fiduciary Counselors Inc.", "summary": "Fiduciary Counselors Inc. is an SEC-registered investment advisory firm in Washington, DC, registered since 1999, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.", "citation": "AdvisorCensus. Fiduciary Counselors Inc. (CRD 111827): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "Hourly charges", "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "Portfolio management for businesses (other than small businesses) or institutional clients", "Pension consulting services", "Selection of other advisers (including private fund managers)" ], "quick_answers": [ { "q": "How is Fiduciary Counselors Inc. compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Fiduciary Counselors Inc. reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees)." }, { "q": "Where is Fiduciary Counselors Inc. located?", "a": "Fiduciary Counselors Inc.'s principal office is in Washington, DC, according to its Form ADV." }, { "q": "Is Fiduciary Counselors Inc. registered with the SEC or a state?", "a": "Fiduciary Counselors Inc. is an SEC-registered investment advisory firm, registered since 1999. Status as filed: Approved. CRD 111827." }, { "q": "How much does Fiduciary Counselors Inc. manage?", "a": "Fiduciary Counselors Inc. reports $20,348,264,544 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (97% discretionary)." }, { "q": "How have Fiduciary Counselors Inc.'s assets and staff changed since 2021?", "a": "In the Form ADV data for Fiduciary Counselors Inc.: Regulatory assets under management: $17,881,391,473 in the October 2021 data and $20,348,264,544 in the October 2026 data, up 14%. Total employees: 8 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Fiduciary Counselors Inc. serve?", "a": "By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (13)." }, { "q": "Which custodians does Fiduciary Counselors Inc. use?", "a": "Fiduciary Counselors Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Management Trust Company, JPMorgan Chase & Co. Securities Services and The Bank of NY Mellon as custodians holding 10% or more of its separately managed account assets." }, { "q": "Does Fiduciary Counselors Inc. report any disciplinary disclosures?", "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.H(2) (pending civil proceeding). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/111827" }, { "q": "What changed in Fiduciary Counselors Inc.'s recent Form ADV filings?", "a": "In the April 2026 filing data: Regulatory assets under management went from $17,024,441,286 to $20,348,264,544 (+20%)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 17881391473.0, "total_employees": 8, "filing_date": "2021-03-31" }, { "period": "2022-10-01", "regulatory_assets_under_management": 18668333049.0, "total_employees": 8, "filing_date": "2022-03-31" }, { "period": "2023-10-01", "regulatory_assets_under_management": 15666887132.0, "total_employees": 8, "filing_date": "2023-03-31" }, { "period": "2024-10-01", "regulatory_assets_under_management": 14483338840.0, "total_employees": 8, "filing_date": "2024-03-29" }, { "period": "2025-10-01", "regulatory_assets_under_management": 17024441286.0, "total_employees": 8, "filing_date": "2025-03-31" }, { "period": "2026-10-01", "regulatory_assets_under_management": 20348264544.0, "total_employees": 8, "filing_date": "2026-03-31" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $17,024,441,286 to $20,348,264,544 (+20%)." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Fidelity Management Trust Company", "name_as_filed": "FIDELITY MANAGEMENT TRUST COMPANY", "affiliated": false }, { "name": "JPMorgan Chase & Co. Securities Services", "name_as_filed": "JPMORGAN CHASE & CO. SECURITIES SERVICES", "affiliated": false }, { "name": "The Bank of NY Mellon", "name_as_filed": "THE BANK OF NY MELLON", "affiliated": false } ], "custodians_note": "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.", "markdown_url": "https://advisorcensus.com/firm/fiduciary-counselors-inc-washington-dc-111827.md", "clients": [ { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 13, "fewer_than_5": false, "raum": 20348264544.0 } ], "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.", "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/111827", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }