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THE FIDUCIARY ALLIANCE
FIDUCIARY ALLIANCE LLC
CRD 284924 · SEC 801-108283
135 S MAIN ST, SUITE 600, GREENVILLE, SC, 29601, United States
Phone
864-385-7999
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.53B
Discretionary AUM
$2.48B
Team
76 total employees; 45 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-06-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6356 | $1.22B |
| High net worth individuals | 2388 | $1.13B |
| Pension/profit sharing plans | 12 | $11.4M |
| Charitable organizations | 9 | $9.9M |
| Corporations/business entities | 168 | $66.3M |
States served
AL, AK, AZ, AR, CA, CO, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, NE, NJ, NM, NY, NC, ND, OH, OK, OR, PA, SC, TN, VA, WV, WI, WY, MO, WA, TX, NH, CT, FL, SD
All web addresses on file
- https://www.facebook.com/people/Retirement-Readiness/100086451053874/
- https://www.linkedin.com/company/stewardship-investments-inc/
- https://www.instagram.com/adviceinyourbestinterest/
- https://www.youtube.com/c/ParallelFinancialPartnersGreenville
- https://www.echelonfinancial.com
- https://www.kingdomwealthmgt.com
- https://twitter.com/davidchudyk
- https://www.linkedin.com/company/echelon-financial-management
- https://www.linkedin.com/company/parallel-financial/
- https://twitter.com/STolleson83
- https://www.facebook.com/kingdomwealthmanagement
- https://merrimackwealth.com/
- https://www.fiduciaryalliance.org/
- https://www.linkedin.com/in/peytonhoppes/
- https://www.twitter.com/brianboughner
- https://www.linkedin.com/company/altum-wealth-alliance/
- https://www.morrowwealthadvisory.com
- http://www.linkedin.com/in/kingdomwealthmanagment
- https://www.facebook.com/davidandjillchudyk
- https://www.sandawealth.com
- https://www.creativeretirementsolutionsgroup.com
- https://www.linkedin.com/in/investmenttaxstrategy/
- https://www.linkedin.com/in/anthony-mahfood-principal-2333016/
- https://www.youtube.com/channel/UC-zvrdgYFRbt_KpIsz0ALHQ
- https://www.linkedin.com/in/robert-moses-b372458/
- https://www.linkedin.com/in/susan-harvell-a0400319b/
- https://www.instagram.com/parallelfinancial/
- https://www.linkedin.com/in/abigail-schilz-4b1533a5/
- https://www.facebook.com/echelonfinancial
- https://www.linkedin.com/in/emilygedwards/
- https://www.facebook.com/StewardshipInvestmentsInc
- https://www.linkedin.com/in/vrlatham/
- http://www.instagram.com/pchoppes
- https://www.guard-legacy.com/
- https://www.instagram.com/steventolleson83/
- https://www.linkedin.com/in/steven-tolleson-3b8a889b/
- https://www.linkedin.com/in/brianboughner/
- https://widowsfinancialharbor.com
- https://www.linkedin.com/in/gina-rose-salamin-289b414/
- https://tiktok.com/@adviceinyourbestinterest
- https://www.linkedin.com/in/jordan-roberts-21097a47/
- https://www.linkedin.com/in/brian-dick-a14700160
- https://www.linkedin.com/in/jonathan-dick-a95405142/
- http://linkedin.com/in/investmenttaxstrategy/
- https://www.facebook.com/altumwealthalliance
- https://www.facebook.com/MerrimackWealthManagement
- HTTP://WWW.PARALLELFINANCIAL.COM
- http://tiktok.com/pchoppes
- https://www.linkedin.com/in/barry-dick-0406667
- https://www.linkedin.com/in/greg-towner-cfa-cmt
- https://www.facebook.com/steven.tolleson.71
- https://www.linkedin.com/in/naadir-jalill-896560185/
- https://www.facebook.com/bjb281
- https://www.facebook.com/TheDavidChudykAgencyLlc/
- https://www.facebook.com/phoppes
- https://www.facebook.com/parallelfinancial/
- https://www.tiktok.com/@weeklywealthpodcast
- https://www.facebook.com/randall.neighbour
- https://www.linkedin.com/in/david-chudyk-cfp-r-15086812/
- https://www.parallelportfolios.com/
- https://twitter.com/STOCKSandBIKES
- https://peytonhoppes.com
- https://www.altumwa.com/
- https://www.stewardshipinv.com
- https://www.norrislakeretirement.com
Official SEC filing: View on IAPD