{ "crd_number": 134351, "slug": "fiduciaryvest-llc-atlanta-ga-134351", "primary_business_name": "FIDUCIARYVEST, LLC", "legal_name": "FIDUCIARYVEST, LLC", "dbas": [], "city": "Atlanta", "state": "GA", "country": "United States", "cbsa_code": "12060", "metro": { "cbsa_code": "12060", "common_name": "Atlanta", "msa_name": "Atlanta-Sandy Springs-Roswell, GA", "path": "/advisors/ga/atlanta" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2005-02-17", "years_registered": 21, "period": "2026-10-01", "filing_date": "2026-03-24", "carried_forward": false, "raum_total": 4933563168.0, "raum_discretionary": 350336856.0, "raum_non_discretionary": 4583226312.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 10, "advisory_employees": 9, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "other": { "raum": 156824824.0, "count": null, "description": "TRADE ORGANIZATION", "fewer_than_5": true }, "charitable": { "raum": 2479615327.0, "count": 12 }, "state_municipal": { "raum": 274941470.0, "count": 4 }, "insurance_companies": { "raum": 108211389.0, "count": null, "fewer_than_5": true }, "pension_profit_sharing": { "raum": 1730193483.0, "count": 5 }, "high_net_worth_individuals": { "raum": 143403912.0, "count": 16 }, "corporations_other_businesses": { "raum": 40372763.0, "count": null, "fewer_than_5": true } }, "compensation_types": [ "fixed", "hourly", "other", "percentage_of_aum" ], "advisory_activities": [ "educational_seminars", "financial_planning", "other", "pension_consulting", "portfolio_management_businesses_institutional", "portfolio_management_individuals", "portfolio_management_pooled_vehicles", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "GA", "PA" ], "websites": [ "https://fiduciaryvest.com", "https://linkedin.com/COMPANY/FIDUCIARYVEST-LLC" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/134351", "city_as_filed": "ATLANTA", "url": "https://advisorcensus.com/firm/fiduciaryvest-llc-atlanta-ga-134351", "display_name": "Fiduciaryvest, LLC", "summary": "Fiduciaryvest, LLC is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2005, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 24, 2026.", "citation": "AdvisorCensus. Fiduciaryvest, LLC (CRD 134351): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Hourly charges", "Fixed fees (other than subscription fees)", "Other" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses", "Portfolio management for pooled investment vehicles (other than investment companies)", "Portfolio management for businesses (other than small businesses) or institutional clients", "Pension consulting services", "Selection of other advisers (including private fund managers)", "Educational seminars/workshops", "Other" ], "quick_answers": [ { "q": "How is Fiduciaryvest, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Fiduciaryvest, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Fiduciaryvest, LLC located?", "a": "Fiduciaryvest, LLC's principal office is in Atlanta, GA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)." }, { "q": "Is Fiduciaryvest, LLC registered with the SEC or a state?", "a": "Fiduciaryvest, LLC is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 134351." }, { "q": "How much does Fiduciaryvest, LLC manage?", "a": "Fiduciaryvest, LLC reports $4,933,563,168 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (7% discretionary)." }, { "q": "How have Fiduciaryvest, LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Fiduciaryvest, LLC: Regulatory assets under management: $4,055,606,448 in the October 2021 data and $4,933,563,168 in the October 2026 data, up 22%. Total employees: 9 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Fiduciaryvest, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (16); charitable organizations (12); pension and profit sharing plans (but not the plan participants or government pension plans) (5)." }, { "q": "Which custodians does Fiduciaryvest, LLC use?", "a": "Fiduciaryvest, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bank of America NA, Countybank and State Street Global Advisors Funds Distributors, LLC as custodians holding 10% or more of its separately managed account assets." }, { "q": "Does Fiduciaryvest, LLC report any disciplinary disclosures?", "a": "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/134351" }, { "q": "What changed in Fiduciaryvest, LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Regulatory assets under management went from $4,403,994,687 to $4,933,563,168 (+12%)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 4055606448.0, "total_employees": 9, "filing_date": "2021-09-07" }, { "period": "2022-10-01", "regulatory_assets_under_management": 4249969960.0, "total_employees": 9, "filing_date": "2022-03-29" }, { "period": "2023-10-01", "regulatory_assets_under_management": 3404713102.0, "total_employees": 9, "filing_date": "2023-03-29" }, { "period": "2024-10-01", "regulatory_assets_under_management": 4640902467.0, "total_employees": 10, "filing_date": "2024-03-25" }, { "period": "2025-10-01", "regulatory_assets_under_management": 4403994687.0, "total_employees": 11, "filing_date": "2025-07-14" }, { "period": "2026-10-01", "regulatory_assets_under_management": 4933563168.0, "total_employees": 10, "filing_date": "2026-03-24" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $4,403,994,687 to $4,933,563,168 (+12%)." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Bank of America NA", "name_as_filed": "BANK OF AMERICA NA", "affiliated": false }, { "name": "Countybank", "name_as_filed": "COUNTYBANK", "affiliated": false }, { "name": "State Street Global Advisors Funds Distributors, LLC", "name_as_filed": "STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC", "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/fiduciaryvest-llc-atlanta-ga-134351.md", "clients": [ { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 16, "fewer_than_5": false, "raum": 143403912.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 5, "fewer_than_5": false, "raum": 1730193483.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 12, "fewer_than_5": false, "raum": 2479615327.0 }, { "type": "state_municipal", "label": "State or municipal government entities (including government pension plans)", "count": 4, "fewer_than_5": false, "raum": 274941470.0 }, { "type": "insurance_companies", "label": "Insurance companies", "count": null, "fewer_than_5": true, "raum": 108211389.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": null, "fewer_than_5": true, "raum": 40372763.0 }, { "type": "other", "label": "Other", "count": null, "fewer_than_5": true, "raum": 156824824.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "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/134351", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }