Investment adviser · CRD 134351
FIDUCIARYVEST, LLC
Investment adviser filing (IA)
ATLANTA, GA, United States · Form ADV filed Mar 24, 2026
- Regulatory AUM
- $4.93B Form ADV · Item 5.F
- Client accounts
- 61 Accounts, not individual clients
- Employees
- 10 Reported in this filing
- Advisory professionals
- 9 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 |
|---|---|---|---|
| Charities | 12 | $2,479,615,327 | 50.3% |
| Retirement plans | 5 | $1,730,193,483 | 35.1% |
| Government entities | 4 | $274,941,470 | 5.6% |
| Other clients | Fewer than 5 | $156,824,824 | 3.2% |
| High-net-worth individuals | 16 | $143,403,912 | 2.9% |
| Insurance companies | Fewer than 5 | $108,211,389 | 2.2% |
| Corporations & businesses | Fewer than 5 | $40,372,763 | 0.8% |
Filing source
Form ADV 2070190 · Mar 24, 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 24, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
5600 ROSWELL ROAD, BUILDING CATLANTA, GA, 30342, United States
CRD 134351
Filing source
Form ADV 2070190 · Mar 24, 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.