Fiduciary Management Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 4, 2026, reports $71M in regulatory assets under management, 2 employees, 2 offices, and 123 accounts.
Assets Under Management
$71M
Employees
2
Offices
2 offices
Total Clients
52
Primary office
NEW YORK, NY
1120 AVENUE OF THE AMERICAS, 4TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 71.2% of total clients.
Top client categories% of clientsClients
1
Individuals
71.2%
37
2
HNWI
28.8%
15
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$71Mas of March 4, 2026
Discretionary100.0%
$71M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$71M
Total Accounts123
10Y AUM Change+$34M (+93.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee26:1
10Y Employee Change0 (0.0%)
* 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.