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THE FIDUCIARY GROUP
THE FIDUCIARY GROUP, LLC
CRD 221530 · SEC 801-96251
310 COMMERCIAL DRIVE, SAVANNAH, GA, 31406-3682, United States
Phone
912-303-9000
Fax
912-303-9001
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.97B
Discretionary AUM
$1.94B
Team
18 total employees; 11 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicalsCREDIT AND CASH MANAGEMENT SOLUTIONS, INSURANCE SOLUTIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 271 | $98.0M |
| High net worth individuals | 350 | $1.32B |
| Pension/profit sharing plans | 41 | $373.5M |
| Charitable organizations | 5 | $16.1M |
| Corporations/business entities | 35 | $163.0M |
States served
CA, CO, GA, LA, ME, MD, NC, PA, SC, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD