# Fiducient Advisors LLC

> Fiducient Advisors LLC is an SEC-registered investment advisory firm in Chicago, IL, registered since 1995, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated July 24, 2026.

- CRD: 106720
- Filed as: FIDUCIENT ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: July 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/106720
- AdvisorCensus page: https://advisorcensus.com/firm/fiducient-advisors-llc-chicago-il-106720

## Quick answers

**How is Fiducient Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Fiducient Advisors LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.

**Where is Fiducient Advisors LLC located?**
Fiducient Advisors LLC's principal office is in Chicago, IL, according to its Form ADV; the August 2026 filing also lists 4 other offices (Schedule D, Section 1.F).

**Is Fiducient Advisors LLC registered with the SEC or a state?**
Fiducient Advisors LLC is an SEC-registered investment advisory firm, registered since 1995. Status as filed: Approved. CRD 106720.

**How much does Fiducient Advisors LLC manage?**
Fiducient Advisors LLC reports $97,541,531,200 in regulatory assets under management in its Form ADV filing dated July 24, 2026 (54% discretionary).

**How have Fiducient Advisors LLC's assets and staff changed since 2021?**
In the Form ADV data for Fiducient Advisors LLC: Regulatory assets under management: $28,304,259,860 in the October 2021 data and $97,541,531,200 in the October 2026 data, up 245%. Total employees: 172 in October 2021 and 210 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Fiducient Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (518); charitable organizations (341); pension and profit sharing plans (but not the plan participants or government pension plans) (205).

**Which custodians does Fiducient Advisors LLC use?**
Fiducient Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Investments and US Bank as custodians holding 10% or more of its separately managed account assets.

**Does Fiducient Advisors 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/106720

**What changed in Fiducient Advisors LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 82 to 78. Regulatory assets under management went from $67,638,977,771 to $97,541,531,200 (+44%). Changed its office addresses in Boston, MA. Changed its office addresses in McLean, VA. Changed its office addresses in Windsor, CT.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Investments
- US Bank

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: $97,541,531,200
- Discretionary: $52,462,188,996
- Non-discretionary: $45,079,342,204

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 171 | $39,323,655 |
| High net worth individuals | 518 | $33,093,810,277 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 205 | $46,802,283,024 |
| Charitable organizations | 341 | $17,472,667,250 |
| Corporations or other businesses not listed above | 4 | $133,446,994 |

### 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 1995 (31 years)
- Employees: 210 total, 78 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Boston, MA
- Kennebunk, ME
- McLean, VA
- Windsor, CT

### Websites listed on Form ADV (Item 1.I)
- fiducientadvisors.com
- vimeo.com/fiducientadvisors
- LinkedIn @Fiducient-Advisors
- YouTube @fiducientadvisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $28,304,259,860 | 172 | August 31, 2021 |
| October 2022 | $37,875,893,266 | 187 | April 8, 2022 |
| October 2023 | $40,020,772,510 | 215 | August 24, 2023 |
| October 2024 | $55,897,061,358 | 218 | June 10, 2024 |
| October 2025 | $67,638,977,771 | 218 | March 26, 2025 |
| October 2026 | $97,541,531,200 | 210 | July 24, 2026 |

Regulatory assets under management: $28,304,259,860 in the October 2021 data and $97,541,531,200 in the October 2026 data, up 245%.
Total employees: 172 in October 2021 and 210 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 82 to 78.
- Regulatory assets under management went from $67,638,977,771 to $97,541,531,200 (+44%).
- Changed its office addresses in Boston, MA.
- Changed its office addresses in McLean, VA.
- Changed its office addresses in Windsor, CT.

### February 2026
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fiducient Advisors LLC (CRD 106720): Form ADV filing data as of October 2026.