{
  "crd_number": 339088,
  "slug": "vault-fiduciary-llc-339088",
  "primary_business_name": "VAULT FIDUCIARY LLC",
  "legal_name": "VAULT FIDUCIARY LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-12-01",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-03-27",
  "carried_forward": false,
  "raum_total": 92496571.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 92496571.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "pension_profit_sharing": {
      "raum": 92496571.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed"
  ],
  "advisory_activities": [
    "pension_consulting",
    "portfolio_management_businesses_institutional"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NY"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/339088",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/vault-fiduciary-llc-339088",
  "display_name": "Vault Fiduciary LLC",
  "summary": "Vault Fiduciary LLC is an SEC-registered investment advisory firm, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.",
  "citation": "AdvisorCensus. Vault Fiduciary LLC (CRD 339088): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Vault Fiduciary LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Vault Fiduciary LLC reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is Vault Fiduciary LLC registered with the SEC or a state?",
      "a": "Vault Fiduciary LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 339088."
    },
    {
      "q": "How much does Vault Fiduciary LLC manage?",
      "a": "Vault Fiduciary LLC reports $92,496,571 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (0% discretionary)."
    },
    {
      "q": "Which custodians does Vault Fiduciary LLC use?",
      "a": "Vault Fiduciary LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bank of America Trust Company and Northern Trust Securities, Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Vault Fiduciary 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/339088"
    },
    {
      "q": "What changed in Vault Fiduciary LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $0 to $92,496,571."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $0 to $92,496,571."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Bank of America Trust Company",
      "name_as_filed": "BANK OF AMERICA TRUST COMPANY",
      "affiliated": false
    },
    {
      "name": "Northern Trust Securities, Inc.",
      "name_as_filed": "NORTHERN TRUST SECURITIES, INC.",
      "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/vault-fiduciary-llc-339088.md",
  "clients": [
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 92496571.0
    }
  ],
  "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/339088",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}