Fiduciaryvest, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated March 24, 2026, reports $4.9B in regulatory assets under management, 10 employees, 1 office, and 61 accounts.
Assets Under Management
$4.9B
Employees
10
Offices
1 office
Total Clients
37
Primary office
ATLANTA, GA
5600 ROSWELL ROAD, BUILDING C, ATLANTA, GA, United States
Top client segmentHNWI represent 43.2% of total clients.
Top client categories% of clientsClients
1
HNWI
43.2%
16
2
Charitable
32.4%
12
3
Pension Plans
13.5%
5
4
Government
10.8%
4
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Insurance companies<5 clients
TRADE ORGANIZATION<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.9Bas of March 24, 2026
Discretionary7.1%
$350M
7% of total RAUM7.1%
Non-discretionary92.9%
$4.6B
93% of total RAUM92.9%
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$4.9B
Total Accounts61
10Y AUM Change$-10.8B (-68.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee4:1
10Y Employee Change-9 (-47.4%)
* 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.