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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Fiduciary Financial Group invest in?","answer":"At the end of its last fiscal year, Fiduciary Financial Group’s separately managed accounts held 43% registered funds (mutual funds, ETFs, BDCs), 42% exchange-traded equities, 6% U.S. government and agency bonds, 6% cash and equivalents, 2% state and local bonds and 1% pooled vehicles (private funds and similar).","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 Fiduciary Financial Group?","answer":"Fiduciary Financial Group is owned through a holding company by Thomas Vogelheim. Its direct owners are Richard Davey, Trevor Scotto and Cooper & Vogelheim LLP, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 26 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Fiduciary Financial Group get paid?","answer":"Fiduciary Financial 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Fiduciary Financial Group registered with the SEC?","answer":"Yes, Fiduciary Financial Group has been registered with the SEC as an investment adviser since 1 July 2021. 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