Niva WealthLet’s talk

Patrick English

Chairman at Fiduciary Management

No current adviser or broker registrationSEC record checked 17 October 2026

1
Past adviser firms
1
Licensing exams

IAPD record retrieved 17 October 2026SEC record

Patrick English is Chairman of Fiduciary Management, Inc., a Milwaukee investment adviser managing $11.4B. Patrick English has past investment-adviser registrations through 1 firm and has passed the Series 63.

Role at Fiduciary Management

Title on Schedule A
Chairman
Control
Patrick English is a control person of Fiduciary Management.
Ownership
The filed direct ownership band is 25% to 50%.
Tenure
Patrick English has held the filed role since December 2022.

The firm

Fiduciary Management, Inc.
Milwaukee, WI

Form ADV filed 9 June 2026

$11.4B AUM570 clients17 advisers1 offices

Career on record

Firms and exams, newest first
  1. Passed Series 63 · 2000
  2. Fiduciary Management, Inc.
    – · 27 years
    Milwaukee, WI · Adviser representative · Firm CRD 109149
  3. Fiduciary Management, Inc.
    – · 16 years
    Milwaukee, WI · Adviser representative · Firm CRD 109149

Registrations and exams

No current adviser or broker registration. Patrick English has passed 1 qualifying exam.

Examinations

Series 6321 December 2000
Name
Uniform Securities Agent State Law Examination

Individual record

Full name
Patrick J English
CRD
4347025
Firm
Fiduciary Management, Inc.
Registration status
No current adviser or broker registration

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Patrick English work?

Patrick English has been Chairman of Fiduciary Management, Inc. since December 2022, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 9 June 2026

Does Patrick English have a current investment-adviser registration?

Patrick English has no current investment-adviser or broker registration, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

What exams has Patrick English passed?

Patrick English passed the Series 63 in December 2000.

Source: IAPD individual record, checked 17 October 2026

Where was Patrick English previously registered as an investment adviser?

Patrick English has past investment-adviser registrations through Fiduciary Management, Inc., May 1998 to December 2024; Fiduciary Management, Inc., May 1998 to February 2014, across 1 firm.

Source: IAPD individual record, checked 17 October 2026

Leadership at Fiduciary Management

Sources

  1. IAPD individual record, CRD 4347025. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Fiduciary Management, Inc., filed 9 June 2026. Title, control and ownership bands.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Patrick English or Fiduciary Management, Inc. and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.