← Directory
FIDUCIARY EXPERTS LLC
CRD 146721File 801-107816
APPROVED
Retail clients
Custody
Filing as of May 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$985.8M
Above cohort median (national)
Discretionary AUM
$595.8M
Non-discretionary $389.9M
Clients
75
89 accounts
Employees
3
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- May 16, 2016
- Principal office
- Not reported
- Phone
- 951-412-6283
- Website
- HTTP://WWW.401KFE.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $985.8M
- Discretionary AUM
- $595.8M
- Non-discretionary AUM
- $389.9M
- Discretionary accounts
- 14
- Non-discretionary accounts
- 75
- Total accounts
- 89
- AUM per client
- $13.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 6 | $256.8M |
| State or municipal government entities | 23 | $724.4M |
| Individuals (other than high net worth individuals) | 46 | $4.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- 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
- No
- Related Person Custody Cash
- Yes
- 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 17, 2026 | Custody | false | true |
| 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.