Firm profile

FIDUCIARY COUNSELORS INC.

WASHINGTON, DCCRD 111827Latest ADV March 31, 2026

Fiduciary Counselors Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Washington, DC. Its latest Form ADV filing, dated March 31, 2026, reports $20.3B in regulatory assets under management, 8 employees, 3 offices, and 13 accounts.

Assets Under Management
$20.3B
Employees
8
Offices
3 offices
Total Clients
13
Primary office
WASHINGTON, DC
700 12TH STREET NW, SUITE 700, WASHINGTON, DC, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOThomas E. O'connor
CCOKathryn A. Ricard

Advisory services offered

3 types reported
Pension consulting services
Portfolio management for businesses
Selection of other advisers

Fee models offered

2 types reported
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentPension Plans represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pension Plans
100.0%
13

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$20.3Bas of March 31, 2026
Discretionary97.2%
$19.8B
97% of total RAUM97.2%
Non-discretionary2.8%
$570M
3% of total RAUM2.8%
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$20.3B
Total Accounts13
10Y AUM Change+$8.8B (+76.8%)

Employee Growth by Quarter

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

Total Employees8
Clients per Employee2:1
10Y Employee Change-1 (-11.1%)

* 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.