Fiduciary Benefits Group is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated March 15, 2026, reports $1.1B in regulatory assets under management, 3 employees, and 582 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 39.5% of total clients.
Top client categories% of clientsClients
1
HNWI
39.5%
122
2
Pension Plans
39.2%
121
3
Individuals
21.4%
66
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of March 15, 2026
Discretionary96.0%
$1.0B
96% of total RAUM96.0%
Non-discretionary4.0%
$43M
4% of total RAUM4.0%
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$1.1B
Total Accounts582
10Y AUM Change+$1.1B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee103:1
10Y Employee Change+1 (+50.0%)
* 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.