Firm profile

3(38) INVESTMENT FIDUCIARIES

SIMI VALLEY, CACRD 298053Latest ADV March 18, 2026

3(38) Investment Fiduciaries is an SEC registered investment adviser organized as a corporation with a primary office location in Simi Valley, CA. Its latest Form ADV filing, dated March 18, 2026, reports $1.0B in regulatory assets under management, 3 employees, 1 office, and 207 accounts.

Assets Under Management
$1.0B
Employees
3
Offices
1 office
Total Clients
207
Primary office
SIMI VALLEY, CA
3355 COCHRAN STREET, SUITE 101, SIMI VALLEY, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOSteven T. Wilkinson

Advisory services offered

1 types reported
Pension consulting services

Fee models offered

2 types reported
Asset based fees
Fixed fees
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%
207

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.0Bas of March 18, 2026
Discretionary100.0%
$1.0B
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.

Total AUM$1.0B
Total Accounts207
10Y AUM Change+$1.0B

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee69:1
10Y Employee Change-1 (-25.0%)

* 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.