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Benefit Fiduciary Group LLC

● SEC registered since 2018CRD 291252SEC# 801-113176Richmond, VA
Export (members)
Reg. AUM
$529.4M
Employees
2
Accounts
47
Location
Richmond, VA

Benefit Fiduciary Group LLC assets under management

Benefit Fiduciary Group LLC is an SEC-registered investment adviser based in Richmond, VA. The firm has been registered since 2018. It reports $529.4 million in regulatory assets under management and employs 2 people.
View on SEC.gov ↗

Benefit Fiduciary Group LLC owners & executives

1 reported
NameTitleOwnershipSince
George Richard Brickley ControlManaging Member, Chief Compliance Officer, And Chief Executive OfficerOver 75%1998

Frequently asked questions

How much does Benefit Fiduciary Group LLC manage?

Benefit Fiduciary Group LLC reports $529.4 million in regulatory assets under management on its Form ADV.

How many employees does Benefit Fiduciary Group LLC have?

Benefit Fiduciary Group LLC reports 2 employees.

Where is Benefit Fiduciary Group LLC located?

Benefit Fiduciary Group LLC is based in Richmond, VA and has been SEC-registered since 2018.

Does Benefit Fiduciary Group LLC disclose fund performance?

Benefit Fiduciary Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6802 Paragon Place, Suite 126, Richmond, VA 23230
Phone804-457-2309
Fax800-385-2303
Office hours8:30 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$204.8M
Non-discretionary$324.6M
Total (RAUM)$529.4M