# The Fiduciary Group

> The Fiduciary Group is an SEC-registered investment advisory firm in Savannah, GA, registered since 2015, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 221530
- Filed as: THE FIDUCIARY GROUP
- Legal name: The Fiduciary Group, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Savannah, GA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/221530
- AdvisorCensus page: https://advisorcensus.com/firm/the-fiduciary-group-savannah-ga-221530

## Quick answers

**How is The Fiduciary Group compensated?**
On its Form ADV (Item 5.E, October 2026), The Fiduciary Group reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does The Fiduciary Group charge?**
Its Form ADV Part 2A brochure dated March 27, 2026 states: Flat fee: $150 a quarter (bill pay services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is The Fiduciary Group located?**
The Fiduciary Group's principal office is in Savannah, GA, according to its Form ADV.

**Is The Fiduciary Group registered with the SEC or a state?**
The Fiduciary Group is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 221530.

**How much does The Fiduciary Group manage?**
The Fiduciary Group reports $1,969,280,556 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (99% discretionary).

**How have The Fiduciary Group's assets and staff changed since 2021?**
In the Form ADV data for The Fiduciary Group: Regulatory assets under management: $1,281,820,664 in the October 2021 data and $1,969,280,556 in the October 2026 data, up 54%. Total employees: 14 in October 2021 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does The Fiduciary Group serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (350); individuals (other than high net worth individuals) (271); pension and profit sharing plans (but not the plan participants or government pension plans) (41).

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

**Does The Fiduciary Group 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/221530

**What changed in The Fiduciary Group's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $1,728,035,318 to $1,969,280,556 (+14%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Flat fee: $150 a quarter (bill pay services)

> Bill pay services are available upon request for a fixed fee, starting at $150 per quarter. The quoted quarterly fee may be higher, depending on the amount of work involved.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

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

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: $1,969,280,556
- Discretionary: $1,943,028,413
- Non-discretionary: $26,252,143

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 271 | $98,018,328 |
| High net worth individuals | 350 | $1,318,721,455 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 41 | $373,510,407 |
| Charitable organizations | 5 | $16,066,783 |
| Corporations or other businesses not listed above | 35 | $162,963,583 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other

### Firm details
- Registered since: 2015 (11 years)
- Employees: 18 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, GA, LA, MD, ME, NC, NH, PA, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- focusfinancialpartners.com
- tfginvest.com
- thefiduciarygroup.com
- Facebook @tfginvest
- LinkedIn @focus-financial-partners
- LinkedIn @the-fiduciary-group
- X @FocusFinancial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,281,820,664 | 14 | April 22, 2021 |
| October 2022 | $1,585,035,200 | 15 | April 13, 2022 |
| October 2023 | $1,333,455,984 | 16 | October 3, 2023 |
| October 2024 | $1,613,411,088 | 16 | August 27, 2024 |
| October 2025 | $1,728,035,318 | 16 | April 1, 2025 |
| October 2026 | $1,969,280,556 | 18 | March 31, 2026 |

Regulatory assets under management: $1,281,820,664 in the October 2021 data and $1,969,280,556 in the October 2026 data, up 54%.
Total employees: 14 in October 2021 and 18 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $1,728,035,318 to $1,969,280,556 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Fiduciary Group (CRD 221530): Form ADV filing data as of October 2026.