Fiduciary Experts LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 30, 2026, reports $986M in regulatory assets under management, 3 employees, and 89 accounts.
Top client segmentIndividuals represent 61.3% of total clients.
Top client categories% of clientsClients
1
Individuals
61.3%
46
2
Government
30.7%
23
3
Pension Plans
8.0%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$986Mas of May 19, 2026
Discretionary60.4%
$596M
60% of total RAUM60.4%
Non-discretionary39.6%
$390M
40% of total RAUM39.6%
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.
Total AUM$986M
Total Accounts89
10Y AUM Change+$685M (+227.5%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee25:1
10Y Employee Change0 (0.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.