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FIDUCIARY FINANCIAL ADVISORS
CRD 172103File 801-120619
APPROVED
Retail clients
Custody
Filing as of Apr 14, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.33B
Above cohort median (national)
Discretionary AUM
$1.33B
Clients
2,183
8,246 accounts
Employees
50
Top 25% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 26, 2021
- Principal office
- 124 FULTON ST. EAST, SUITE 200, GRAND RAPIDS, MI, 49503
- Phone
- 616-622-3062
- Website
- https://www.forfiduciary.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.33B
- Discretionary AUM
- $1.33B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 8,246
- Non-discretionary accounts
- 0
- Total accounts
- 8,246
- AUM per client
- $609K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 9 | $6.4M |
| High net worth individuals | 555 | $961.0M |
| Pooled investment vehicles | 9 | $10.0M |
| Pension and profit sharing plans | 1 | $3.1M |
| Individuals (other than high net worth individuals) | 1,609 | $349.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 38 | 50 | increased by12 |
| Apr 1, 2026 | Clients | 2,035 | 2,183 | increased by148 |
| Apr 1, 2026 | AUM | $1,165,890,928 | $1,329,448,284 | increased by$163,557,356 |
| Apr 1, 2026 | Accounts | 2,035 | 8,246 | increased by6,211 |
| Dec 1, 2025 vs May 1, 2025 | Disclosures | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 16 | 38 | increased by22 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 881 | 2,035 | increased by1,154 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $323,699,000 | $1,165,890,928 | increased by$842,191,928 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,752 | 2,035 | increased by283 |
| Apr 1, 2022 | Employees | 12 | 16 | increased by4 |
| Apr 1, 2022 | Clients | 288 | 881 | increased by593 |
| Apr 1, 2022 | AUM | $174,100,000 | $323,699,000 | increased by$149,599,000 |
| Apr 1, 2022 | Accounts | 985 | 1,752 | increased by767 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FIDUCIARY FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FIDUCIARY FINANCIAL” 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.