Fiduciaryvest, LLC

Registered investment advisor · Atlanta, Georgia · CRD #134351

Assets Under Management

$4.9B

Client Accounts

Employees

CRD Number

134351

Registration

SEC Registered

Custodian

Bank Of America Trust Services, State Street Global Advisors Funds Distributors, Llc, Countybank, U.s. Bank N.a.

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

About Fiduciaryvest, LLC

FiduciaryVest is an independent, employee-owned investment advisory firm. As such, we provide objective consulting services and advice that is solely in the interests of our clients. We assist our clients in the oversight of 401k and pension plans, non-qualified retirement plans, foundations, endowments and hospital balance sheets. By design, we are free from the influences of any revenue sources other than direct compensation by our clients. We believe that each client has unique investing

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Fiduciaryvest, LLC

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Frequently Asked Questions

What is Fiduciaryvest, LLC's AUM?

Fiduciaryvest, LLC reports approximately $4.9B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Fiduciaryvest, LLC headquartered?

Fiduciaryvest, LLC is headquartered in Atlanta, Georgia.

What is Fiduciaryvest, LLC's CRD number?

Fiduciaryvest, LLC's CRD number is 134351. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.