Investment adviser · CRD 106720

FIDUCIENT ADVISORS LLC

Investment adviser filing (IA)

CHICAGO, IL, United States · Form ADV filed Jul 24, 2026

Regulatory AUM
$97.5B
Form ADV · Item 5.F
Client accounts
1,241
Accounts, not individual clients
Employees
210
Reported in this filing
Advisory professionals
78
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Retirement plans205$46,802,283,02448.0%
High-net-worth individuals518$33,093,810,27733.9%
Charities341$17,472,667,25017.9%
Corporations & businesses4$133,446,9940.1%
Individuals171$39,323,6550.0%
Filing source

Form ADV 2102773 · Jul 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 funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.

Services & filing details

Most recent filing: Jul 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 · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

500 W MADISON STREET, SUITE 3260
CHICAGO, IL, 60661-4593, United States

CRD 106720

Filing source

Form ADV 2102773 · Jul 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.