# Fiduciaryvest, LLC

> 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.

- CRD: 134351
- Filed as: FIDUCIARYVEST, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/134351
- AdvisorCensus page: https://advisorcensus.com/firm/fiduciaryvest-llc-atlanta-ga-134351

## Quick answers

**How is Fiduciaryvest, LLC compensated?**
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.

**Where is Fiduciaryvest, LLC located?**
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).

**Is Fiduciaryvest, LLC registered with the SEC or a state?**
Fiduciaryvest, LLC is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 134351.

**How much does Fiduciaryvest, LLC manage?**
Fiduciaryvest, LLC reports $4,933,563,168 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (7% discretionary).

**How have Fiduciaryvest, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Fiduciaryvest, LLC serve?**
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).

**Which custodians does Fiduciaryvest, LLC use?**
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.

**Does Fiduciaryvest, 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/134351

**What changed in Fiduciaryvest, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $4,403,994,687 to $4,933,563,168 (+12%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Bank of America NA
- Countybank
- State Street Global Advisors Funds Distributors, 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: $4,933,563,168
- Discretionary: $350,336,856
- Non-discretionary: $4,583,226,312

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 16 | $143,403,912 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $1,730,193,483 |
| Charitable organizations | 12 | $2,479,615,327 |
| State or municipal government entities (including government pension plans) | 4 | $274,941,470 |
| Insurance companies | Fewer than 5 | $108,211,389 |
| Corporations or other businesses not listed above | Fewer than 5 | $40,372,763 |
| Other | Fewer than 5 | $156,824,824 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2005 (21 years)
- Employees: 10 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, PA
- 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
- Radnor, PA

### Websites listed on Form ADV (Item 1.I)
- fiduciaryvest.com
- LinkedIn @FIDUCIARYVEST-LLC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $4,055,606,448 | 9 | September 7, 2021 |
| October 2022 | $4,249,969,960 | 9 | March 29, 2022 |
| October 2023 | $3,404,713,102 | 9 | March 29, 2023 |
| October 2024 | $4,640,902,467 | 10 | March 25, 2024 |
| October 2025 | $4,403,994,687 | 11 | July 14, 2025 |
| October 2026 | $4,933,563,168 | 10 | March 24, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $4,403,994,687 to $4,933,563,168 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fiduciaryvest, LLC (CRD 134351): Form ADV filing data as of October 2026.