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The Fiduciary Group, LLC

● SEC registered since 2015CRD 221530SEC# 801-96251Savannah, GA
Export (members)
Reg. AUM
$1.73B
Employees
16
Accounts
1,604
Location
Savannah, GA

The Fiduciary Group, LLC assets under management

The Fiduciary Group, LLC operates as an SEC-registered investment adviser based in Savannah, GA. The firm has been registered since 2015. It reports $1.7 billion in regulatory assets under management and employs 16 people.

The Fiduciary Group, LLC owners & executives

15 reported
NameTitleOwnershipSince
Focus Operating, LLC ControlMember (manager)Over 75%2015
Joel Philip Goodman ControlChief Investment OfficerUnder 5%2015
Malcolm Lee Butler ControlPresident And CeoUnder 5%2015
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Frequently asked questions

How much does The Fiduciary Group, LLC manage?

The Fiduciary Group, LLC reports $1.7 billion in regulatory assets under management on its Form ADV.

How many employees does The Fiduciary Group, LLC have?

The Fiduciary Group, LLC reports 16 employees.

Where is The Fiduciary Group, LLC located?

The Fiduciary Group, LLC is based in Savannah, GA and has been SEC-registered since 2015.

Does The Fiduciary Group, LLC disclose fund performance?

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

Contact & registration

Address310 Commercial Drive, Savannah, GA 31406-3682
Phone912-303-9000
Fax912-303-9001
Office hours8:30 a.m. - 5 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.7B
Non-discretionary$24.9M
Total (RAUM)$1.73B