Benefit Fiduciary Group LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Richmond, VA. Its latest Form ADV filing, dated January 28, 2026, reports $529M in regulatory assets under management, 2 employees, and 47 accounts.
Assets Under Management
$529M
Employees
2
Offices
--
Total Clients
47
Primary office
RICHMOND, VA
6802 PARAGON PLACE, SUITE 126, RICHMOND, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPension Plans represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pension Plans
100.0%
47
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$529Mas of January 28, 2026
Discretionary38.7%
$205M
39% of total RAUM38.7%
Non-discretionary61.3%
$325M
61% of total RAUM61.3%
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$529M
Total Accounts47
10Y AUM Change+$29M (+5.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee24:1
10Y Employee Change-1 (-33.3%)
* 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.