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Fiduciary Wealth Group, LLC

● SEC registered since 2024CRD 299711SEC# 801-130550Centerville, OH
Export (members)
Reg. AUM
$140M
Employees
3
Accounts
379
Location
Centerville, OH

Fiduciary Wealth Group, LLC assets under management

Fiduciary Wealth Group, LLC is a registered investment adviser overseen by the SEC based in Centerville, OH. The firm has been registered since 2024. It reports $140 million in regulatory assets under management and employs 3 people.

Fiduciary Wealth Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
John Charles Girvin ControlMember25-50%2018
Randolph Erik Gantt ControlManaging Member & Chief Compliance Officer50-75%2018

Frequently asked questions

How much does Fiduciary Wealth Group, LLC manage?

Fiduciary Wealth Group, LLC reports $140 million in regulatory assets under management on its Form ADV.

How many employees does Fiduciary Wealth Group, LLC have?

Fiduciary Wealth Group, LLC reports 3 employees.

Where is Fiduciary Wealth Group, LLC located?

Fiduciary Wealth Group, LLC is based in Centerville, OH and has been SEC-registered since 2024.

Does Fiduciary Wealth Group, LLC disclose fund performance?

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

Contact & registration

Address6784 Loop Road Suite# 208, Centerville, OH 45459
Phone855-560-7171
FaxN/A
Office hours9:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$140M
Non-discretionary$0
Total (RAUM)$140M