# Fiduciary Wealth Group, LLC

> Fiduciary Wealth Group, LLC is an SEC-registered investment advisory firm in Centerville, OH, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.

- CRD: 299711
- Filed as: FIDUCIARY WEALTH GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Centerville, OH
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/299711
- AdvisorCensus page: https://advisorcensus.com/firm/fiduciary-wealth-group-llc-centerville-oh-299711

## Quick answers

**How is Fiduciary Wealth Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Fiduciary Wealth Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Fiduciary Wealth Group, LLC located?**
Fiduciary Wealth Group, LLC's principal office is in Centerville, OH, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Fiduciary Wealth Group, LLC registered with the SEC or a state?**
Fiduciary Wealth Group, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 299711.

**How much does Fiduciary Wealth Group, LLC manage?**
Fiduciary Wealth Group, LLC reports $177,999,104 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (100% discretionary).

**How have Fiduciary Wealth Group, LLC's assets and staff changed since 2024?**
In the Form ADV data for Fiduciary Wealth Group, LLC: Regulatory assets under management: $110,717,196 in the October 2024 data and $177,999,104 in the October 2026 data, up 61%. Total employees: 2 in October 2024 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 Wealth Group, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (134); individuals (other than high net worth individuals) (87); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Which custodians does Fiduciary Wealth Group, LLC use?**
Fiduciary Wealth Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Fiduciary Wealth 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/299711

**What changed in Fiduciary Wealth Group, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 2 to 3. Regulatory assets under management went from $140,048,000 to $177,999,104 (+27%). Changed its office addresses in Cincinnati, OH. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage 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: $177,999,104
- Discretionary: $177,999,104
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 87 | $135,611,013 |
| High net worth individuals | 134 | $40,959,509 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $1,428,582 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Cincinnati, OH

### Websites listed on Form ADV (Item 1.I)
- fiduciarywealthgroup.com
- Facebook @FiduciaryWealthGroup
- LinkedIn @fiduciary-wealth-group
- X @Fiduciarywg

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $110,717,196 | 2 | May 24, 2024 |
| October 2025 | $140,048,000 | 3 | February 3, 2025 |
| October 2026 | $177,999,104 | 3 | March 3, 2026 |

Regulatory assets under management: $110,717,196 in the October 2024 data and $177,999,104 in the October 2026 data, up 61%.
Total employees: 2 in October 2024 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 2 to 3.
- Regulatory assets under management went from $140,048,000 to $177,999,104 (+27%).
- Changed its office addresses in Cincinnati, OH.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fiduciary Wealth Group, LLC (CRD 299711): Form ADV filing data as of October 2026.