Investment adviser · CRD 326204
FIDUCIARY BENEFITS GROUP
Investment adviser filing (IA)
· Form ADV filed Mar 15, 2026
- Regulatory AUM
- $1.07B Form ADV · Item 5.F
- Client accounts
- 582 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 121 | $905,045,062 | 84.9% |
| High-net-worth individuals | 122 | $139,175,634 | 13.1% |
| Individuals | 66 | $17,834,699 | 1.7% |
| Charities | Fewer than 5 | $3,766,136 | 0.4% |
Filing source
Form ADV 2065605 · Mar 15, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 15, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
CRD 326204
Filing source
Form ADV 2065605 · Mar 15, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.