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FIDUCIARY COUNSELORS INC.
CRD 111827File 801-57010
APPROVED
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$20.35B
Top 10% of cohort (national)
Discretionary AUM
$19.78B
Non-discretionary $569.7M
Clients
13
13 accounts
Employees
8
Top 10% of cohort in DC
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Nov 29, 1999
- Principal office
- 700 12TH STREET NW, SUITE 700, WASHINGTON, DC, 20005-4052
- Phone
- 202-558-5130
- Website
- HTTP://WWW.PLANFIDUCIARY.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $20.35B
- Discretionary AUM
- $19.78B
- Non-discretionary AUM
- $569.7M
- Discretionary accounts
- 12
- Non-discretionary accounts
- 1
- Total accounts
- 13
- AUM per client
- $1.57B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 13 | $20.35B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
Advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for 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 11- Q11H2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 12 | 13 | increased by1 |
| Apr 1, 2026 | AUM | $17,024,441,286 | $20,348,264,544 | increased by$3,323,823,258 |
| Apr 1, 2026 | Accounts | 12 | 13 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 16 | 12 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $18,668,333,049 | $17,024,441,286 | decreased by$1,643,891,763 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 16 | 12 | decreased by4 |
| Apr 1, 2022 | Clients | 17 | 16 | decreased by1 |
| Apr 1, 2022 | AUM | $17,881,391,473 | $18,668,333,049 | increased by$786,941,576 |
| Apr 1, 2022 | Accounts | 17 | 16 | decreased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FIDUCIARY COUNSELORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FIDUCIARY COUNSELORS” may also match similarly-named firms). Confirm identity against each filing.
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.