Investment adviser · CRD 284924
THE FIDUCIARY ALLIANCE
Investment adviser filing (IA)
FIDUCIARY ALLIANCE LLC
GREENVILLE, SC, United States · Form ADV filed Sep 4, 2026
- Regulatory AUM
- $2.53B Form ADV · Item 5.F
- Client accounts
- 9,155 Accounts, not individual clients
- Employees
- 76 Reported in this filing
- Advisory professionals
- 45 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 |
|---|---|---|---|
| Individuals | 6,356 | $1,219,692,603 | 48.3% |
| High-net-worth individuals | 2,388 | $1,130,348,805 | 44.7% |
| Other investment advisers | Fewer than 5 | $83,149,132 | 3.3% |
| Corporations & businesses | 168 | $66,299,361 | 2.6% |
| Retirement plans | 12 | $11,415,494 | 0.5% |
| Charities | 9 | $9,910,222 | 0.4% |
| Other clients | 31 | $5,423,339 | 0.2% |
Filing source
Form ADV 2131105 · Sep 4, 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: Sep 4, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed · Performance-based
Principal office
135 S MAIN ST, SUITE 600GREENVILLE, SC, 29601, United States
CRD 284924
Filing source
Form ADV 2131105 · Sep 4, 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.