{"url":"https://nivawealth.com/firms/benefit-fiduciary-group-291252","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/291252","regulatoryAum":529431293,"crd":"291252","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2276560","suffix":"III","lastName":"BRICKLEY","firstName":"GEORGE","middleName":"RICHARD"},{"crd":"5213508","suffix":null,"lastName":"PINO","firstName":"ALEXANDRA","middleName":"CHERYL"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-02-15","regulatoryAum":348678644,"clients":10,"employees":1,"offices":1},{"filedOn":"2022-01-19","regulatoryAum":390134078,"clients":10,"employees":2,"offices":1},{"filedOn":"2023-01-16","regulatoryAum":379845535,"clients":26,"employees":2,"offices":1},{"filedOn":"2024-01-19","regulatoryAum":467227571,"clients":37,"employees":2,"offices":1},{"filedOn":"2025-01-10","regulatoryAum":466610623,"clients":39,"employees":2,"offices":1},{"filedOn":"2026-01-28","regulatoryAum":529431293,"clients":47,"employees":2,"offices":1}],"secFileNumber":"801-113176","legalName":"Benefit Fiduciary Group LLC","displayName":"Benefit Fiduciary Group","slug":"benefit-fiduciary-group-291252","website":null,"classification":{"segment":"institutions","segmentLabel":"Institutional","type":"institutional_asset_manager","typeLabel":"Asset manager","feeDisclosure":"payment_only"},"founded":null,"organization":"Virginia limited liability company","fiscalYearEnd":"December","headquarters":{"street":"6802 Paragon Place, Suite 126","city":"Richmond","state":"VA","stateName":"Virginia","country":"United States","postalCode":"23230"},"tradeNames":[],"registration":{"secApproved":"7 May 2018","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":2,"advisory":2,"brokerDealerReps":0,"insuranceAgents":2,"promoters":0},"aum":{"regulatory":529431293,"discretionary":204792593,"discretionaryAccounts":31,"nonDiscretionary":324638700,"nonDiscretionaryAccounts":16,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pension and profit-sharing plans","clients":47,"regulatoryAum":529431293}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Vanguard Marketing Corporation","shortName":"Vanguard Marketing","location":"Malvern, PA","smaAssets":145391000},{"name":"T. Rowe Price Investment Services, Inc.","shortName":"T. Rowe Price Investment Services","location":"Baltimore, MD","smaAssets":74336000},{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Smithfield, RI","smaAssets":126511000}],"custodyNote":"Benefit Fiduciary Group does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"George Brickley","title":"Managing Member, Chief Compliance Officer, and Chief Executive Officer","crd":"2276560"}],"ownership":[{"label":"George Brickley","detail":"Managing member, chief compliance officer, and chief executive officer in the 75% or more ownership band and a control person, since April 1998."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Virginia","offices":1,"addresses":[{"street":"6802 Paragon Place, Suite 126","city":"Richmond","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"804-457-2309","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges"],"activities":["Portfolio management for individuals and/or small businesses","Pension consulting services"],"financialPlanningClients":null,"assetMix":[{"label":"Securities issued by registered investment companies or business development companies","percent":100}],"privateFunds":0},"sources":{"adv1FilingDate":"28 January 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/291252/PDF/291252.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Benefit Fiduciary Group have?","answer":"Benefit Fiduciary Group has 47 clients and manages $529 million for them, as of January 2026. They include 47 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 28 January 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Benefit Fiduciary Group offer?","answer":"Benefit Fiduciary Group provides portfolio management for individuals and small businesses and pension consulting.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Benefit Fiduciary Group use?","answer":"Benefit Fiduciary Group’s separately managed account assets are held at Vanguard Marketing Corporation (Malvern, PA), with $145M, Fidelity Brokerage Services LLC (Smithfield, RI), with $127M and T. Rowe Price Investment Services, Inc. (Baltimore, MD), with $74.3M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 January 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Benefit Fiduciary Group have?","answer":"Benefit Fiduciary Group has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Benefit Fiduciary Group invest in?","answer":"At the end of its last fiscal year, Benefit Fiduciary Group’s separately managed accounts held 100% registered funds (mutual funds, ETFs, BDCs).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Benefit Fiduciary Group?","answer":"Benefit Fiduciary Group’s direct owner is George Brickley (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 28 January 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Benefit Fiduciary Group get paid?","answer":"Benefit Fiduciary Group is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Benefit Fiduciary Group?","answer":"Benefit Fiduciary Group’s main office is at 6802 Paragon Place, Suite 126, Richmond, VA 23230. Its phone number is 804-457-2309.","source":"Form ADV Part 1A, Item 1.F, filed 28 January 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}