{"url":"https://nivawealth.com/firms/the-fiduciary-group-221530","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/221530","regulatoryAum":1969280556,"crd":"221530","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5934682","suffix":null,"lastName":"BEITER","firstName":"KIMBERLY","middleName":"RAGAN"},{"crd":"7027262","suffix":null,"lastName":"BLOW","firstName":"HAYDEN","middleName":"LLOYD"},{"crd":"7034800","suffix":null,"lastName":"Brunson","firstName":"Bess","middleName":"Butler"},{"crd":"2694350","suffix":null,"lastName":"BUTLER","firstName":"MALCOLM","middleName":"LEE"},{"crd":"7826603","suffix":null,"lastName":"Duvall","firstName":"Colin","middleName":"Alexander"},{"crd":"8228070","suffix":null,"lastName":"FITZGERALD","firstName":"SHAY","middleName":"ELIZABETH"},{"crd":"2931111","suffix":null,"lastName":"GOODMAN","firstName":"JOEL","middleName":"PHILIP"},{"crd":"6762918","suffix":null,"lastName":"Hammers","firstName":"Jared","middleName":"Alan"},{"crd":"6192781","suffix":null,"lastName":"KOHLER","firstName":"JUSTIN","middleName":"MICHAEL"},{"crd":"5300958","suffix":null,"lastName":"MCGHIE","firstName":"SCOTT","middleName":"BRIAN"},{"crd":"5236643","suffix":null,"lastName":"MCLEOD","firstName":"MICHAEL","middleName":"RODMAN"},{"crd":"8206086","suffix":null,"lastName":"Murphy","firstName":"Kaitlyn","middleName":"Jane"},{"crd":"5616304","suffix":null,"lastName":"POWERS","firstName":"KYLE","middleName":"DONALD"}],"total":13,"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":"2021-04-22","regulatoryAum":1281820664,"clients":565,"employees":14,"offices":1},{"filedOn":"2022-04-13","regulatoryAum":1585035200,"clients":591,"employees":15,"offices":1},{"filedOn":"2023-03-29","regulatoryAum":1333455984,"clients":630,"employees":16,"offices":1},{"filedOn":"2024-04-01","regulatoryAum":1613411088,"clients":654,"employees":16,"offices":1},{"filedOn":"2025-04-01","regulatoryAum":1728035318,"clients":667,"employees":16,"offices":1},{"filedOn":"2026-03-31","regulatoryAum":1969280556,"clients":702,"employees":18,"offices":1}],"secFileNumber":"801-96251","legalName":"The 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The fee is billed in arrears, is negotiable, has a $5,000 annual minimum and requires an account of at least $500,000.","source":"TFG ADV BROCHURE 2026, filed 27 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does The Fiduciary Group use?","answer":"The Fiduciary Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.59B and National Financial Services LLC (Smithfield, RI), with $300M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does The Fiduciary Group have?","answer":"The Fiduciary Group has 13 investment adviser representatives registered with state securities authorities, out of 18 employees, and 11 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 The Fiduciary Group invest in?","answer":"At the end of its last fiscal year, The Fiduciary Group’s separately managed accounts held 45% registered funds (mutual funds, ETFs, BDCs), 41% exchange-traded equities, 5% investment grade corporate bonds, 4% cash and equivalents, 2% U.S. government and agency bonds, 2% pooled vehicles (private funds and similar) and 1% state and local bonds.","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":"Does The Fiduciary Group have a minimum investment?","answer":"Yes, The Fiduciary Group’s minimum account size for its Investment management is $500K. It charges a $5K annual minimum fee.","source":"TFG ADV BROCHURE 2026, filed 27 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns The Fiduciary Group?","answer":"The Fiduciary Group is owned through a chain of holding companies by Ferdinand FFP Parent, Inc., CD&R Ferdinand Co-Investor, L.P. and Clayton, Dubilier & Rice Fund Xii, L.P. Its direct owner is Focus Operating, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does The Fiduciary Group get paid?","answer":"The Fiduciary Group is paid through a percentage of assets under management and fixed fees. 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