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FIDUCIENT ADVISORS LLC
CRD 106720File 801-48820
APPROVED
Retail clients
Custody
Filing as of Jul 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$97.54B
Top 10% of cohort (national)
Discretionary AUM
$52.46B
Non-discretionary $45.08B
Clients
1,239
1,241 accounts
Employees
210
Top 10% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 27, 1995
- Principal office
- 500 W MADISON STREET, SUITE 3260, CHICAGO, IL, 60661-4593
- Phone
- 312-853-1000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $97.54B
- Discretionary AUM
- $52.46B
- Non-discretionary AUM
- $45.08B
- Discretionary accounts
- 921
- Non-discretionary accounts
- 320
- Total accounts
- 1,241
- AUM per client
- $78.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 4 | $133.4M |
| Charitable organizations | 341 | $17.47B |
| High net worth individuals | 518 | $33.09B |
| Pension and profit sharing plans | 205 | $46.80B |
| Individuals (other than high net worth individuals) | 171 | $39.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- 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.