Fiduciary Financial Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Rafael, CA. Its latest Form ADV filing, dated March 6, 2026, reports $1.0B in regulatory assets under management, 9 employees, 2 offices, and 1,520 accounts.
Assets Under Management
$1.0B
Employees
9
Offices
2 offices
Total Clients
395
Primary office
SAN RAFAEL, CA
1101 FIFTH AVENUE, SUITE 305, SAN RAFAEL, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 60.0% of total clients.
Top client categories% of clientsClients
1
HNWI
60.0%
237
2
Individuals
39.2%
155
3
Corporations
0.8%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.0Bas of March 6, 2026
Discretionary99.1%
$1.0B
99% of total RAUM99.1%
Non-discretionary0.9%
$9M
1% of total RAUM0.9%
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.
Total AUM$1.0B
Total Accounts1,520
10Y AUM Change+$768M (+314.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee44:1
10Y Employee Change+4 (+80.0%)
* 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.