← Directory
FIDUCIARYVEST, LLC
CRD 134351File 801-63958
APPROVED
Retail clients
Custody
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$4.93B
Top 25% of cohort (national)
Discretionary AUM
$350.3M
Non-discretionary $4.58B
Clients
37
61 accounts
Employees
10
Top 25% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Feb 17, 2005
- Principal office
- 5600 ROSWELL ROAD, BUILDING C, ATLANTA, GA, 30342
- Phone
- 404-446-1270
- Website
- HTTPS://FIDUCIARYVEST.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.93B
- Discretionary AUM
- $350.3M
- Non-discretionary AUM
- $4.58B
- Discretionary accounts
- 24
- Non-discretionary accounts
- 37
- Total accounts
- 61
- AUM per client
- $133.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $40.4M |
| Insurance companies | Fewer than 5 | $108.2M |
| Charitable organizations | 12 | $2.48B |
| High net worth individuals | 16 | $143.4M |
| Pension and profit sharing plans | 5 | $1.73B |
| State or municipal government entities | 4 | $274.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — PERCENTAGE OF ASSETS UNDER ADVISEMENT
- A percentage of assets under your management
Advisory activities
- Other
- 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
- No
- 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.