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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 Oct 1, 2026
Regulatory AUM
$1.97B
Top 25% of cohort (national)
Discretionary AUM
$1.94B
Non-discretionary $26.3M
Clients
702
1,726 accounts
Employees
18
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 16 | 18 | increased by2 |
| Apr 1, 2026 | Clients | 667 | 702 | increased by35 |
| Apr 1, 2026 | AUM | $1,728,035,318 | $1,969,280,556 | increased by$241,245,238 |
| Apr 1, 2026 | Accounts | 1,604 | 1,726 | increased by122 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 15 | 16 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 591 | 667 | increased by76 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,585,035,200 | $1,728,035,318 | increased by$143,000,118 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,371 | 1,604 | increased by233 |
| Apr 1, 2022 | Employees | 14 | 15 | increased by1 |
| Apr 1, 2022 | Clients | 565 | 591 | increased by26 |
| Apr 1, 2022 | AUM | $1,281,820,664 | $1,585,035,200 | increased by$303,214,536 |
| Apr 1, 2022 | Accounts | 1,306 | 1,371 | increased by65 |
| 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 GROUP” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FIDUCIARY GROUP” 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.