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FIDUCIARY COUNSELLING INC
CRD 104753File 801-4158
APPROVED
Retail clients
Custody
Filing as of Mar 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$10.06B
Top 10% of cohort (national)
Discretionary AUM
$4.39B
Non-discretionary $5.66B
Clients
1,761
1,761 accounts
Employees
87
Top 10% of cohort in MN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Dec 7, 1966
- Principal office
- 30 EAST 7TH STREET, SUITE 2000, ST PAUL, MN, 55101-4930
- Phone
- 651-228-0935
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $10.06B
- Discretionary AUM
- $4.39B
- Non-discretionary AUM
- $5.66B
- Discretionary accounts
- 1,530
- Non-discretionary accounts
- 231
- Total accounts
- 1,761
- AUM per client
- $5.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 87 | $738.3M |
| Investment companies | 3 | $5.7M |
| Charitable organizations | 25 | $468.1M |
| Other investment advisers | 1 | $3.7M |
| High net worth individuals | 643 | $8.18B |
| Individuals (other than high net worth individuals) | 1,002 | $658.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.