Fiduciary Capital Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and educational seminars.
Fiduciary Capital Management reports 74 clients. They include 73 individual clients and 1 high-net-worth individual. Of its assets, 3.8% ($5.75M across 73 accounts) are managed with discretion; $144M across 1 account is not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 99% | 4% |
| High-net-worth individuals | 1% | 96% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 73 | $5.75M | 3.8% | $78.8K |
| High-net-worth individuals | Fewer than 5 | $144M | 96.2% | $144M |
| Total | 74 | $150M | 100% | — |
- Clients
- 73
- Regulatory AUM
- $5.75M
- AUM share
- 3.8%
- Avg. per client
- $78.8K
- Clients
- Fewer than 5
- Regulatory AUM
- $144M
- AUM share
- 96.2%
- Avg. per client
- $144M
Total
- Clients
- 74
- Regulatory AUM
- $150M
- 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 Capital Management is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Planning and consulting fees are negotiated per client, generally $100 to $10,000, and agreed in advance under a fixed-fee arrangement.
- Variable Product Advisory Management
- When the IAR advises on a variable product's sub-accounts, the advisory fee is a percentage of account value that will not exceed 2% annually.
Paul McIntyre owns 75% or more of Fiduciary Capital Management. It has 12 employees, 10 of them in advisory roles.
Staff
- 12 employees
- 10 in advisory functions
- 2 broker-dealer reps
- 6 insurance agents
- Owns 75% or more of Fiduciary Capital Management LLC
Paul McIntyre
Control person · since January 2026
Besides its headquarters, Fiduciary Capital Management has 0 offices, with 1 listed address in 1 state.
Wyoming · 1 listed address
- 1621 Central Ave, CheyenneHQ
Other business names
Fiduciary Capital Management has reported 1 other business name to the SEC.
- Fiduciary CM
Contact and registration details
- Legal name
- Fiduciary Capital Management LLC
- Headquarters
- 1621 Central Ave, Cheyenne, WY 82001
- Website
- fiduciarycm.com
- Phone
- 503-515-1313
- SEC file
- 801-135523
- Structure
- Wyoming LLC
- Fiscal year end
- December
Fiduciary Capital Management does not have custody of client assets.
What the accounts hold
- Other100%
- Private funds100%
How many clients does Fiduciary Capital Management have?
Fiduciary Capital Management has 74 clients and manages $150 million for them, as of September 2026. They include 73 individual clients and 1 high-net-worth individual.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 5 September 2026
What services does Fiduciary Capital Management offer?
Fiduciary Capital Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Fiduciary Capital Management have?
Fiduciary Capital Management has 0 investment adviser representatives registered with state securities authorities, out of 12 employees, and 10 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 6 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
What does Fiduciary Capital Management invest in?
At the end of its last fiscal year, Fiduciary Capital Management’s separately managed accounts held 100% other. The 100% other category is described as: Private Funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Fiduciary Capital Management?
Fiduciary Capital Management’s direct owner is Paul McIntyre (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 5 September 2026
How does Fiduciary Capital Management get paid?
Fiduciary Capital Management is paid through a percentage of assets under management, hourly charges 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 Capital Management?
Fiduciary Capital Management’s main office is at 1621 Central Ave, Cheyenne, WY 82001. Its phone number is 503-515-1313. Its website is fiduciarycm.com.