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BENEFIT FIDUCIARY GROUP LLC
CRD 291252File 801-113176
APPROVED
Filing as of Jan 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$529.4M
Above cohort median (national)
Discretionary AUM
$204.8M
Non-discretionary $324.6M
Clients
47
47 accounts
Employees
2
Above cohort median in VA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- May 7, 2018
- Principal office
- 6802 PARAGON PLACE, SUITE 126, RICHMOND, VA, 23230
- Phone
- 804-457-2309
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $529.4M
- Discretionary AUM
- $204.8M
- Non-discretionary AUM
- $324.6M
- Discretionary accounts
- 31
- Non-discretionary accounts
- 16
- Total accounts
- 47
- AUM per client
- $11.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 47 | $529.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
- 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.