Wealth Manager
    SEC Registered

    Fiduciary Counselors Inc.

    Registered investment advisor · Washington, Washington D.C. · CRD #111827

    Assets Under Management
    $20.3B
    Client Accounts
    13
    Employees
    8
    CRD Number
    111827
    Registration
    SEC Registered
    Custodian
    Jpmorgan Chase & Co. Securities Services, Fidelity Management Trust Company, The Bank Of Ny Mellon

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Fiduciary Counselors Inc.

    FIDUCIARY COUNSELORS INC. is an investment adviser registered with the SEC. Fiduciary Counselors acts as independent fiduciary in transactions involving plan assets, primarily employer stock. Fiduciary Counselors also provides expert counsel on fiduciary, corporate governance, corporate transaction and bankruptcy matters, conducts fiduciary due diligence reviews, provides training for in-house fiduciaries and corporate boards and handles communication with plan participants and beneficiaries.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Fiduciary Counselors Inc.'s AUM?

    Fiduciary Counselors Inc. reports approximately $20.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Fiduciary Counselors Inc. headquartered?

    Fiduciary Counselors Inc. is headquartered in Washington, Washington D.C..

    What is Fiduciary Counselors Inc.'s CRD number?

    Fiduciary Counselors Inc.'s CRD number is 111827. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Fiduciary Counselors Inc. manage?

    Fiduciary Counselors Inc. manages approximately 13 client accounts according to its latest SEC filing.

    Is Fiduciary Counselors Inc. SEC registered?

    Yes, Fiduciary Counselors Inc. is registered with the SEC as an investment adviser with an approved registration status.

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