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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 Aug 20, 2026
Feed vintage Oct 1, 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 type | Clients | AUM |
|---|---|---|
| Charitable organizations | 8 | $941.2M |
| Pension and profit sharing plans | 46 | $13.06B |
| State or municipal government entities | 16 | $728.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 59 | 52 | decreased by7 |
| Apr 1, 2026 | Clients | 71 | 70 | decreased by1 |
| Apr 1, 2026 | AUM | $8,870,425,168 | $14,731,075,301 | increased by$5,860,650,133 |
| Apr 1, 2026 | Accounts | 71 | 70 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 13 | 59 | increased by46 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 12 | 71 | increased by59 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $158,921,351 | $8,870,425,168 | increased by$8,711,503,817 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 12 | 71 | increased by59 |
| Apr 1, 2022 | Employees | 14 | 13 | decreased by1 |
| Apr 1, 2022 | Clients | 9 | 12 | increased by3 |
| Apr 1, 2022 | AUM | $126,910,860 | $158,921,351 | increased by$32,010,491 |
| Apr 1, 2022 | Accounts | 10 | 12 | increased by2 |
| Oct 1, 2021 | Disclosures | No | Yes | |
| 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 CONSULTING” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FIDUCIARY CONSULTING” 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.