Fiduciary Management, Inc.

Registered investment advisor · Milwaukee, Wisconsin · CRD #109149

Assets Under Management

$11.4B

Client Accounts

577

Employees

CRD Number

109149

Registration

SEC Registered

Custodian

The Northern Trust Company, Charles Schwab Corporation, U.s. Bank Trust Company

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

About Fiduciary Management, Inc.

Fiduciary Management, Inc. ("FMI"), founded in 1980, is an independent money management firm based in Milwaukee, Wisconsin. FMI's equity investing strategies apply a value discipline, with a focused approach firmly rooted in fundamental research. As of 12.31.25, FMI has approximately $11.6 billion in AUA ($11.4 Billion AUM). Social media Terms of Use This site is for accredited investors and professional purposes only and should not be considered as investment advice or recommendations to inves

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 Management, Inc.'s AUM?

Fiduciary Management, Inc. reports approximately $11.4B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Fiduciary Management, Inc. headquartered?

Fiduciary Management, Inc. is headquartered in Milwaukee, Wisconsin.

What is Fiduciary Management, Inc.'s CRD number?

Fiduciary Management, Inc.'s CRD number is 109149. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.