{"url":"https://nivawealth.com/firms/fiducient-advisors-106720","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/106720","regulatoryAum":97541531200,"crd":"106720","secFileNumber":"801-48820","legalName":"Fiducient Advisors LLC","displayName":"Fiducient Advisors","website":"HTTPS://WWW.FiducientAdvisors.COM","linkedinUrl":"HTTPS://WWW.LINKEDIN.COM/COMPANY/Fiducient-Advisors","founded":null,"organization":"Illinois limited liability company","fiscalYearEnd":"December","headquarters":{"street":"500 W Madison Street, Suite 3260","city":"Chicago","state":"IL","stateName":"Illinois","country":"United States","postalCode":"60661-4593"},"tradeNames":[],"registration":{"secApproved":"27 March 1995","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":210,"advisory":78,"brokerDealerReps":0,"insuranceAgents":0,"promoters":4},"aum":{"discretionary":52462188996,"discretionaryAccounts":921,"nonDiscretionary":45079342204,"nonDiscretionaryAccounts":320,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":884},"clientTypes":[{"label":"Individuals (other than HNW)","clients":171,"regulatoryAum":39323655},{"label":"High-net-worth individuals","clients":518,"regulatoryAum":33093810277},{"label":"Pension and profit-sharing plans","clients":205,"regulatoryAum":46802283024},{"label":"Charitable organizations","clients":341,"regulatoryAum":17472667250},{"label":"Corporations and other businesses","clients":4,"regulatoryAum":133446994}],"fees":[],"feeNotes":[],"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":24368989180},{"name":"US Bank, NA","shortName":"US Bank, NA","location":"ST. 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They include 518 high-net-worth individuals, 341 charitable organizations and 205 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 24 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Fiducient Advisors offer?","answer":"Fiducient Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters, educational seminars and other activities.","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 Fiducient Advisors use?","answer":"Fiducient Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $24,368,989,180, US Bank, NA (ST. Paul, MN), with $17,204,891,831 and Fidelity Investments (FMR LLC) (Boston, MA), with $7,298,954,840. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Fiducient Advisors have?","answer":"Fiducient Advisors has 60 investment adviser representatives registered with state securities authorities, out of 210 employees, and 78 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Fiducient Advisors invest in?","answer":"At the end of its last fiscal year, Fiducient Advisors’ separately managed accounts held 41% registered funds (mutual funds, ETFs, BDCs), 16% pooled vehicles (private funds and similar), 14% exchange-traded equities, 11% investment grade corporate bonds, 8% state and local bonds, 5% bank debt, 2% U.S. government and agency bonds, 2% high-yield corporate bonds and 1% cash and equivalents. It advises no private funds of its own.","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 Fiducient Advisors?","answer":"Fiducient Advisors is owned through a chain of holding companies by MDCP IX Chicago Splitter Aggregator, L.P. Its direct owner is Wealthspire US Parent, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 24 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Fiducient Advisors get paid?","answer":"Fiducient Advisors is paid through a percentage of assets under management, fixed fees and performance-based fees. 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