THE FIDUCIARY GROUP, LLC
Doing business as THE FIDUCIARY GROUP. SEC Form ADV profile.
Total regulatory AUM
$1,969,280,556
Discretionary
$1,943,028,413
Non-discretionary
$26,252,143
Firm details
- CRD number
- 221530
- SEC file number
- 801-96251
- Main office
- SAVANNAH, GA, United States
- Employees
- 18
- SEC status
- Approved
- Website
- https://www.tfginvest.com/
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.