THE FIDUCIARY GROUP

Legal name: THE FIDUCIARY GROUP, LLC

CRD 221530File 801-96251

APPROVED

Retail clients

Custody

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.97B

Top 25% of cohort (national)

Discretionary AUM

$1.94B

Non-discretionary $26.3M

Clients

702

1,726 accounts

Employees

Top 25% of cohort in GA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: May 13, 2015
Principal office: 310 COMMERCIAL DRIVE, SAVANNAH, GA, 31406-3682
Phone: 912-303-9000
Website: https://www.tfginvest.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.97B
Discretionary AUM: $1.94B
Non-discretionary AUM: $26.3M
Discretionary accounts: 1,710
Non-discretionary accounts: 16
Total accounts: 1,726
AUM per client: $2.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	35	$163.0M
Charitable organizations	5	$16.1M
High net worth individuals	350	$1.32B
Pension and profit sharing plans	41	$373.5M
Individuals (other than high net worth individuals)	271	$98.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Publications
Other advisory activities
Financial planning services
Selection of other advisers
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: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
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.