Firm profile

FIDUCIARY COUNSELLING INC

ST PAUL, MNCRD 104753Latest ADV March 17, 2026

Fiduciary Counselling Inc is an SEC registered investment adviser organized as a corporation with a primary office location in St Paul, MN. Its latest Form ADV filing, dated March 17, 2026, reports $10.1B in regulatory assets under management, 87 employees, 1 office, and 1,761 accounts.

Assets Under Management
$10.1B
Employees
87
Offices
1 office
Total Clients
1,761
Primary office
ST PAUL, MN
30 EAST 7TH STREET, SUITE 2000, ST PAUL, MN, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEOSarah G. Isabel
CCOJason K. Mitchell
CFOShari L. Clifford

Advisory services offered

7 types reported
Educational seminars/workshops
Financial Planning Services
Other advisory services

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 56.9% of total clients.
Top client categories% of clientsClients
1
Individuals
56.9%
1,002
2
HNWI
36.5%
643
3
Corporations
4.9%
87
4
Charitable
1.4%
25
5
Investment Cos.
0.2%
3

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$10.1Bas of March 17, 2026
Discretionary43.7%
$4.4B
44% of total RAUM43.7%
Non-discretionary56.3%
$5.7B
56% of total RAUM56.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$10.1B
Total Accounts1,761
10Y AUM Change+$5.3B (+110.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees87
Clients per Employee20:1
10Y Employee Change+14 (+19.2%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.