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FIDUCIARY MANAGEMENT, INC.
CRD 109149File 801-15164
APPROVED
Retail clients
Filing as of Jun 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$11.36B
Top 10% of cohort (national)
Discretionary AUM
$11.36B
Clients
570
577 accounts
Employees
25
Top 10% of cohort in WI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 18, 1980
- Principal office
- 790 N. WATER STREET, SUITE 2100, MILWAUKEE, WI, 53202
- Phone
- 414-226-4545
- Website
- https://x.com/FiduciaryMgt
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $11.36B
- Discretionary AUM
- $11.36B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 577
- Non-discretionary accounts
- 0
- Total accounts
- 577
- AUM per client
- $19.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 21 | $192.7M |
| Insurance companies | Fewer than 5 | $192.1M |
| Investment companies | 6 | $6.02B |
| Charitable organizations | 93 | $783.8M |
| High net worth individuals | 196 | $1.14B |
| Pooled investment vehicles | 5 | $810.1M |
| Pension and profit sharing plans | 35 | $1.15B |
| State or municipal government entities | 16 | $163.5M |
| Individuals (other than high net worth individuals) | 198 | $720.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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.