Investment adviser · CRD 221530
THE FIDUCIARY GROUP
Investment adviser filing (IA)
THE FIDUCIARY GROUP, LLC
SAVANNAH, GA, United States · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $1.97B Form ADV · Item 5.F
- Client accounts
- 1,726 Accounts, not individual clients
- Employees
- 18 Reported in this filing
- Advisory professionals
- 11 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 |
|---|---|---|---|
| High-net-worth individuals | 350 | $1,318,721,455 | 67.0% |
| Retirement plans | 41 | $373,510,407 | 19.0% |
| Corporations & businesses | 35 | $162,963,583 | 8.3% |
| Individuals | 271 | $98,018,328 | 5.0% |
| Charities | 5 | $16,066,783 | 0.8% |
Filing source
Form ADV 2088647 · Mar 31, 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 31, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Publication of newsletters
Compensation
Percentage of assets · Fixed
Principal office
310 COMMERCIAL DRIVESAVANNAH, GA, 31406-3682, United States
CRD 221530
Filing source
Form ADV 2088647 · Mar 31, 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.