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BENEFIT FIDUCIARY GROUP LLC
CRD 291252File 801-113176
APPROVED
Filing as of Jan 28, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Clients | 39 | 47 | increased by8 |
| Feb 1, 2026 | AUM | $466,610,623 | $529,431,293 | increased by$62,820,670 |
| Feb 1, 2026 | Accounts | 39 | 47 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 10 | 39 | increased by29 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $390,134,078 | $466,610,623 | increased by$76,476,545 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 10 | 39 | increased by29 |
| Feb 1, 2022 | Employees | 1 | 2 | increased by1 |
| Feb 1, 2022 | AUM | $348,678,644 | $390,134,078 | increased by$41,455,434 |
| 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 “BENEFIT FIDUCIARY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BENEFIT FIDUCIARY” 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.