Overview
Assets Under Management: $4.9 billion
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 16
Average Client Assets: $9.0 million
Frequently Asked Questions
FIDUCIARYVEST, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #134351), FIDUCIARYVEST, LLC is subject to fiduciary duty under federal law.
FIDUCIARYVEST, LLC is headquartered in ATLANTA, GA.
FIDUCIARYVEST, LLC serves 16 high-net-worth clients according to their SEC filing dated March 24, 2026. View client details ↓
According to their SEC Form ADV, FIDUCIARYVEST, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
FIDUCIARYVEST, LLC manages $4.9 billion in client assets according to their SEC filing dated March 24, 2026.
According to their SEC Form ADV, FIDUCIARYVEST, LLC serves high-net-worth individuals, pooled investment vehicles, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 16
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 2.91%
Average Client Assets: $9.0 million
Total Client Accounts: 61
Discretionary Accounts: 24
Non-Discretionary Accounts: 37
Regulatory Filings
CRD Number: 134351
Filing ID: 2070190
Last Filing Date: 2026-03-24 17:26:14