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FIDUCIARY EXPERTS LLC
CRD 146721File 801-107816
APPROVED
Retail clients
Custody
Filing as of May 19, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Custody | Yes | No | |
| Apr 1, 2026 | Clients | 67 | 75 | increased by8 |
| Apr 1, 2026 | AUM | $890,644,534 | $985,760,522 | increased by$95,115,988 |
| Apr 1, 2026 | Accounts | 67 | 89 | increased by22 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 49 | 67 | increased by18 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $705,114,565 | $890,644,534 | increased by$185,529,969 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 47 | 67 | increased by20 |
| May 1, 2022 | Employees | 2 | 3 | increased by1 |
| Apr 1, 2022 | AUM | $582,072,661 | $705,114,565 | increased by$123,041,904 |
| Apr 1, 2022 | Accounts | 49 | 47 | decreased by2 |
| 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 EXPERTS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FIDUCIARY EXPERTS” 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.