Fiduciary Benefits Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Fiduciary Benefits Group reports 309 clients. They include 122 high-net-worth individuals, 121 pension and profit-sharing plans, and 66 individual clients. Of its assets, 96.0% ($1.02B across 555 accounts) are managed with discretion; $42.8M across 27 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 21% | 2% |
| High-net-worth individuals | 39% | 13% |
| Pension and profit-sharing plans | 39% | 85% |
| Charitable organizations | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 66 | $17.8M | 1.7% | $270K |
| High-net-worth individuals | 122 | $139M | 13.1% | $1.14M |
| Pension and profit-sharing plans | 121 | $905M | 84.9% | $7.48M |
| Charitable organizations | Fewer than 5 | $3.77M | 0.4% | — |
| Total | 309 | $1.07B | 100% | — |
- Clients
- 66
- Regulatory AUM
- $17.8M
- AUM share
- 1.7%
- Avg. per client
- $270K
- Clients
- 122
- Regulatory AUM
- $139M
- AUM share
- 13.1%
- Avg. per client
- $1.14M
- Clients
- 121
- Regulatory AUM
- $905M
- AUM share
- 84.9%
- Avg. per client
- $7.48M
- Clients
- Fewer than 5
- Regulatory AUM
- $3.77M
- AUM share
- 0.4%
- Avg. per client
- —
Total
- Clients
- 309
- Regulatory AUM
- $1.07B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Fiduciary Benefits Group is paid through a percentage of assets under management and fixed fees (other than subscription fees); its fees and minimums are set out in its brochures on the SEC website.
Damian Dufour owns 75% or more of Fiduciary Benefits Group. The leadership team of Fiduciary Benefits Group includes Chief Compliance Officer Damian Dufour. It has 3 employees.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- 1 soliciting firm
- Owns 75% or more of Fiduciary Benefits Group
Damian Dufour
Control person · since March 2023
Fiduciary Benefits Group’s regulatory assets grew Infinity× from $0 (July 2023) to $1.07B (March 2026); employees rose from 2 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $1.07B | 309 | 3 | 1 |
| Mar 2025March 2025 | $843M | 261 | 3 | 1 |
| Jul 2024July 2024 | $652M | 158 | 3 | 1 |
| Jul 2023July 2023 | $0 | 0 | 2 | 1 |
Besides its headquarters, Fiduciary Benefits Group has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Fiduciary Benefits Group
- Headquarters
- Not reported
- Website
- fiduciarybenefitsgroup.com
- Phone
- 844-967-8491
- @fiduciary-benefits-group-10
- SEC file
- 801-127947
- Structure
- California corporation
- Fiscal year end
- December
Fiduciary Benefits Group’s named custodians for separately managed accounts are Tiaa-Cref Individual & Institutional Services ($445M, 68%), Charles Schwab ($116M, 18%) and Empower ($94.8M, 14%). Fiduciary Benefits Group has custody of $34.2M for 185 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $116M18%
- Tiaa-Cref Individual & Institutional ServicesTiaa-Cref Individual & Institutional Services, LLC · New York, NY · $445M68%
- EmpowerEmpower Financial Services, Inc. · Greenwood Village, CO · $94.8M14%
At year end, Fiduciary Benefits Group’s separately managed accounts were mostly in funds (85%) and stocks (10%).
What the accounts hold
- Stocks10%
- Funds85%
- Bonds4%
- Investment grade corporate bonds2%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash1%
How many clients does Fiduciary Benefits Group have?
Fiduciary Benefits Group has 309 clients and manages $1.07 billion for them, as of March 2026. They include 122 high-net-worth individuals, 121 pension and profit-sharing plans, and 66 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 15 March 2026
What services does Fiduciary Benefits Group offer?
Fiduciary Benefits Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Fiduciary Benefits Group use?
Fiduciary Benefits Group’s separately managed account assets are held at Tiaa-Cref Individual & Institutional Services, LLC (New York, NY), with $445M, Charles Schwab & Co., Inc. (Westlake, TX), with $116M and Empower Financial Services, Inc. (Greenwood Village, CO), with $94.8M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 15 March 2026
How many financial advisors does Fiduciary Benefits Group have?
Fiduciary Benefits Group has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Fiduciary Benefits Group invest in?
At the end of its last fiscal year, Fiduciary Benefits Group’s separately managed accounts held 85% registered funds (mutual funds, ETFs, BDCs), 10% exchange-traded equities, 2% investment grade corporate bonds, 1% U.S. government and agency bonds, 1% state and local bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Fiduciary Benefits Group?
Fiduciary Benefits Group’s direct owner is Damian Dufour (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 15 March 2026
How does Fiduciary Benefits Group get paid?
Fiduciary Benefits Group is paid through a percentage of assets under management and fixed fees. 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
How do I contact Fiduciary Benefits Group?
Its phone number is 844-967-8491. Its website is fiduciarybenefitsgroup.com.