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FIDUCIARY FINANCIAL GROUP, LLC
CRD 285681File 801-121655
APPROVED
Retail clients
Filing as of Jun 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.12B
Above cohort median (national)
Discretionary AUM
$1.11B
Non-discretionary $8.4M
Clients
415
1,607 accounts
Employees
10
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jul 1, 2021
- Principal office
- 1101 FIFTH AVENUE, SUITE 305, SAN RAFAEL, CA, 94901
- Phone
- 415-352-1100
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.12B
- Discretionary AUM
- $1.11B
- Non-discretionary AUM
- $8.4M
- Discretionary accounts
- 1,603
- Non-discretionary accounts
- 4
- Total accounts
- 1,607
- AUM per client
- $2.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 3 | $2.1M |
| High net worth individuals | 251 | $1.06B |
| Individuals (other than high net worth individuals) | 161 | $64.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small 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 11This 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.