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FIDUCIARY CONSULTING GROUP

Legal name: MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC

CRD 149122File 801-69938
APPROVED
Disclosure events
Filing as of Jun 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$14.73B
Top 10% of cohort (national)
Discretionary AUM
$14.73B
Clients
70
70 accounts
Employees
52
Top 10% of cohort in CO

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
DRO
Registration date
Feb 24, 2009
Principal office
5299 DTC BLVD., SUITE 1000, GREENWOOD VILLAGE, CO, 80111
Phone
303-333-7770

Assets & accounts

ADV Item 5F
Total regulatory AUM
$14.73B
Discretionary AUM
$14.73B
Non-discretionary AUM
$0
Discretionary accounts
70
Non-discretionary accounts
0
Total accounts
70
AUM per client
$210.4M

Clients by type

ADV Item 5D
Client typeClientsAUM
Charitable organizations8$941.2M
Pension and profit sharing plans46$13.06B
State or municipal government entities16$728.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Other
  • Other 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
  • Q11D2
  • Q11D4

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.