FIDUCIARY COUNSELORS INC.
CRD #111827 SEC #801-57010 WASHINGTON, DC 202-558-5130
SEC Registered
Total AUM
$17B
Discretionary
$16.3B
Employees
8
Clients
--
Accounts
12
Firm Details
- Organization Type
- Corporation
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 1, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| AIGOTTI, DIANE, M | I | TREASURER | NA | Control |
| ARLT, MARY ANN | I | SENIOR VICE PRESIDENT, PLAN ADMINISTRATION | NA | Control |
| BARRY, RICHARD, EDWARD | I | VICE PRESIDENT & ASSISTANT SECRETARY | NA | Control |
| CAFLISCH, JOHN, STEPHEN | I | DIRECTOR, DEPUTY GENERAL COUNSEL | NA | Control |
| CAPUANO, CHRISTOPHER | I | SENIOR VICE PRESIDENT & GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NA | Control |
| GRISWOLD, KATHERINE | I | DIRECTOR OF INVESTMENTS | NA | Control |
| HENNESSY, ELLEN, ANNE | I | PRESIDENT | NA | Control |
| HUNGER, DANIEL, F. | I | DIRECTOR | NA | Control |
| INGRAM, DONALD, C. | I | DIRECTOR | NA | Control |
| JESCHKE, ARLENE | I | SECRETARY-LAW | NA | Control |
| KLAM, CAROLINE, D. | I | SENIOR VICE PRESIDENT & CHIEF OPERATING OFFICER | NA | Control |
| LYCZKO, CATHERINE, MARIE | I | VICE PRESIDENT & ASSISTANT SECRETARY | NA | Control |
| MILLER, JOHN, J | I | DIRECTOR, PRESIDENT & CHIEF FINANCIAL OFFICER | NA | Control |
| O'Bryant, Catherine, J | I | DIRECTOR | NA | Control |
| ROSENBERG, LAURA, SUE | I | DIRECTIOR, SENIOR VICE PRESIDENT, FINANCE | NA | Control |
| Ricard, Kathryn, A | I | CHIEF COMPLIANCE OFFICER | NA | |
| Ricard, Kathryn, A | I | CHIEF COMPLIANCE OFFICER | NA | |
| Ricard, Kathryn, A | I | CHIEF COMPLIANCE OFFICER | NA | |
| Ricard, Kathryn, A | I | CHIEF COMPLIANCE OFFICER | NA | |
| Ricard, Kathryn, A | I | CHIEF COMPLIANCE OFFICER | NA | |
| Ricard, Kathryn, A | I | CHIEF COMPLIANCE OFFICER | NA | |
| Ricard, Kathryn, A | I | CHIEF COMPLIANCE OFFICER | NA | |
| Ricard, Kathryn, A | I | CHIEF COMPLIANCE OFFICER | NA | |
| Ricard, Kathryn, A | I | CHIEF COMPLIANCE OFFICER | NA | |
| AON CONSULTING OF NEW JERSEY, INC. | DE | SHAREHOLDER | E | Control |
| FIDUCIARY GROUP, INC. | DE | 100% OWNER OF FIDUCIARY COUNSELORS INC. | E | Control |
| FIDUCIARY GROUP, INC. | DE | 100% OWNER OF FIDUCIARY COUNSELORS INC. | E | Control |
| FIDUCIARY GROUP, INC. | DE | 100% OWNER OF FIDUCIARY COUNSELORS INC. | E | Control |
| FIDUCIARY GROUP, INC. | DE | 100% OWNER OF FIDUCIARY COUNSELORS INC. | E | Control |
| FIDUCIARY GROUP, INC. | DE | 100% OWNER OF FIDUCIARY COUNSELORS INC. | E | Control |
| HENNESSY, ELLEN, ANNE | I | PRESIDENT & CEO | E | Control |
| HENNESSY, ELLEN, ANNE | I | PRESIDENT & CEO | E | Control |
| HENNESSY, ELLEN, ANNE | I | PRESIDENT & CEO | E | Control |
| HENNESSY, ELLEN, ANNE | I | PRESIDENT | E | Control |
| CAFLISCH, JOHN, STEPHEN | I | DIRECTOR, SENIOR VICE PRESIDENT & GENERAL COUNSEL | D | Control |
| CAFLISCH, JOHN, STEPHEN | I | DIRECTOR, SENIOR VICE PRESIDENT & GENERAL COUNSEL | D | Control |
| CAFLISCH, JOHN, STEPHEN | I | DIRECTOR, SENIOR VICE PRESIDENT & GENERAL COUNSEL | D | Control |
| CAFLISCH, JOHN, STEPHEN | I | DIRECTOR, SENIOR VICE PRESIDENT & GENERAL COUNSEL | D | Control |
| CAFLISCH, JOHN, STEPHEN | I | DIRECTOR, SENIOR VICE PRESIDENT & GENERAL COUNSEL | D | Control |
| CAFLISCH, JOHN, STEPHEN | I | DIRECTOR, SENIOR VICE PRESIDENT & GENERAL COUNSEL | D | Control |
| O'CONNOR, THOMAS, E | I | DIRECTOR, PRESIDENT & CEO | D | Control |
| O'CONNOR, THOMAS, E | I | DIRECTOR, PRESIDENT & CEO | D | Control |
| O'CONNOR, THOMAS, E | I | DIRECTOR, PRESIDENT & CEO | D | Control |
| O'CONNOR, THOMAS, E | I | DIRECTOR, PRESIDENT & CEO | D | Control |
| O'CONNOR, THOMAS, E | I | DIRECTOR, PRESIDENT & CEO | D | Control |
| O'CONNOR, THOMAS, E | I | DIRECTOR, PRESIDENT & CEO | D | Control |
| CAFLISCH, JOHN, STEPHEN | I | DIRECTOR, SENIOR VICE PRESIDENT & GENERAL COUNSEL | C | Control |
| CAFLISCH, JOHN, STEPHEN | I | DIRECTOR, SENIOR VICE PRESIDENT & GENERAL COUNSEL | C | Control |
| CAFLISCH, JOHN, STEPHEN | I | DIRECTOR, SENIOR VICE PRESIDENT & GENERAL COUNSEL | C | Control |
| MILLER, JOHN, J | I | DIRECTOR, CHIEF EXECUTIVE OFFICER | C | Control |
| O'CONNOR, THOMAS, E | I | DIRECTOR, PRESIDENT & CEO | C | Control |
| ROSENBERG, LAURA, SUE | I | DIRECTOR, SENIOR VICE PRESIDENT | C | Control |
| ROSENBERG, LAURA, SUE | I | DIRECTOR, SENIOR VICE PRESIDENT | C | Control |
| CAFLISCH, JOHN, STEPHEN | I | DIRECTOR, GENERAL COUNSEL | B | Control |
| CAFLISCH, JOHN, STEPHEN | I | DIRECTOR, DEPUTY GENERAL COUNSEL | B | Control |
| CAFLISCH, JOHN, STEPHEN | I | DIRECTOR, DEPUTY GENERAL COUNSEL | B | Control |
| CAFLISCH, JOHN, STEPHEN | I | DIRECTOR, SENIOR VICE PRESIDENT & GENERAL COUNSEL | B | Control |
| CAPUANO, CHRISTOPHER | I | SENIOR VICE PRESIDENT & GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | B | Control |
| CAPUANO, CHRISTOPHER | I | SENIOR VICE PRESIDENT & GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | B | Control |
| CAPUANO, CHRISTOPHER | I | SENIOR VICE PRESIDENT & GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | B | Control |
| CAPUANO, CHRISTOPHER | I | SENIOR VICE PRESIDENT & GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | B | Control |
| CAPUANO, CHRISTOPHER | I | VICE PRESIDENT AND GENERAL COUNSEL | B | Control |
| CAPUANO, CHRISTOPHER | I | SHAREHOLDER | B | |
| CAPUANO, CHRISTOPHER | I | SENIOR VICE PRESIDENT & GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | B | Control |
| CAPUANO, CHRISTOPHER | I | SENIOR VICE PRESIDENT & GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | B | Control |
| CAPUANO, CHRISTOPHER | I | SHAREHOLDER ONLY | B | |
| CAPUANO, CHRISTOPHER | I | SHAREHOLDER ONLY | B | |
| KLAM, CAROLINE, D. | I | SENIOR VICE PRESIDENT & CHIEF OPERATING OFFICER | B | Control |
| KLAM, CAROLINE, D. | I | SENIOR VICE PRESIDENT & CHIEF OPERATING OFFICER | B | Control |
| KLAM, CAROLINE, D. | I | SENIOR VICE PRESIDENT & CHIEF OPERATING OFFICER | B | Control |
| KLAM, CAROLINE, D. | I | SHAREHOLDER ONLY | B | Control |
| MILLER, JOHN, J | I | DIRECTOR, PRESIDENT & CHIEF FINANCIAL OFFICER | B | Control |
| MILLER, JOHN, J | I | DIRECTOR, PRESIDENT & CHIEF FINANCIAL OFFICER | B | Control |
| MILLER, JOHN, J | I | DIRECTOR, PRESIDENT & CHIEF FINANCIAL OFFICER | B | Control |
| MILLER, JOHN, J | I | DIRECTOR, PRESIDENT & CHIEF EXECUTIVE OFFICER | B | Control |
| MILLER, JOHN, J | I | SHAREHOLDER ONLY | B | Control |
| O'CONNOR, THOMAS, E | I | DIRECTOR, PRESIDENT & CEO | B | Control |
| ROSENBERG, LAURA, SUE | I | DIRECTIOR, SENIOR VICE PRESIDENT, FINANCE | B | Control |
| ROSENBERG, LAURA, SUE | I | DIRECTIOR, SENIOR VICE PRESIDENT, FINANCE | B | Control |
| ROSENBERG, LAURA, SUE | I | DIRECTIOR, SENIOR VICE PRESIDENT, FINANCE | B | Control |
| ROSENBERG, LAURA, SUE | I | DIRECTOR, SENIOR VICE PRESIDENT | B | Control |
| ROSENBERG, LAURA, SUE | I | DIRECTOR, SENIOR VICE PRESIDENT | B | Control |
| ARLT, MARY ANN | I | SENIOR VICE PRESIDENT, PLAN ADMINISTRATION | A | Control |
| ARLT, MARY ANN | I | SENIOR VICE PRESIDENT, PLAN ADMINISTRATION | A | Control |
| ARLT, MARY ANN | I | SENIOR VICE PRESIDENT, PLAN ADMINISTRATION | A | Control |
| ARLT, MARY ANN | I | SHAREHOLDER ONLY | A | Control |
| ARLT, MARY ANN | I | SHAREHOLDER ONLY | A | Control |
| ARLT, MARY ANN | I | SHAREHOLDER ONLY | A | Control |
| ARLT, MARY ANN | I | SHAREHOLDER ONLY | A | Control |
| DUNGAN, VICKI, LOU | I | VICE PRESIDENT COMMUNICATIONS | A | Control |
| DUNGAN, VICKI, LOU | I | SENIOR VICE PRESIDENT COMMUNICATIONS | A | Control |
| DUNGAN, VICKI, LOU | I | SENIOR VICE PRESIDENT COMMUNICATIONS | A | Control |
| DUNGAN, VICKI, LOU | I | VICE PRESIDENT COMMUNICATIONS | A | Control |
| GRISWOLD, KATHERINE | I | DIRECTOR OF INVESTMENTS | A | Control |
| GRISWOLD, KATHERINE | I | DIRECTOR OF INVESTMENTS | A | Control |
| GRISWOLD, KATHERINE | I | DIRECTOR OF INVESTMENTS | A | Control |
| GRISWOLD, KATHERINE | I | SENIOR VICE PRESIDENT | A | Control |
| GRISWOLD, KATHERINE | I | SENIOR VICE PRESIDENT | A | Control |
| GRISWOLD, KATHERINE | I | SENIOR VICE PRESIDENT | A | Control |
| GRISWOLD, KATHERINE | I | SHAREHOLDER ONLY | A | |
| KLAM, CAROLINE, D. | I | SENIOR VICE PRESIDENT & CHIEF OPERATING OFFICER | A | Control |
| KLAM, CAROLINE, D. | I | SENIOR VICE PRESIDENT & CHIEF OPERATING OFFICER | A | Control |
| KLAM, CAROLINE, D. | I | SENIOR VICE PRESIDENT & CHIEF OPERATING OFFICER | A | Control |
| KLAM, CAROLINE, D. | I | SENIOR VICE PRESIDENT & CHIEF OPERATING OFFICER | A | Control |
| KLAM, CAROLINE, D. | I | CHIEF OPERATING OFFICER | A | Control |
| MILLER, JOHN, J | I | SENIOR VICE PRESIDENT & CHIEF FINANCIAL OFFICER | A | Control |
| MILLER, JOHN, J | I | SENIOR VICE PRESIDENT & CHIEF FINANCIAL OFFICER | A | Control |
| MILLER, JOHN, J | I | PRESIDENT & CHIEF FINANCIAL OFFICER | A | Control |
| MILLER, JOHN, J | I | SENIOR VICE PRESIDENT & CHIEF FINANCIAL OFFICER | A | Control |
| MILLER, JOHN, J | I | VICE PRESIDENT AND CHIEF FINANCIAL OFFICER | A | Control |
| MILLER, JOHN, J | I | SHAREHOLDER ONLY | A | |
| O'CONNOR, THOMAS, E | I | CHIEF COMPLIANCE OFFICER | A | Control |
| O'CONNOR, THOMAS, E | I | CHIEF COMPLIANCE OFFICER | A | Control |
| O'CONNOR, THOMAS, E | I | DIRECTOR, PRESIDENT | A | Control |
| ROSENBERG, LAURA, SUE | I | SENIOR VICE PRESIDENT, FINANCE | A | Control |
| ROSENBERG, LAURA, SUE | I | SENIOR VICE PRESIDENT, FINANCE | A | Control |
| ROSENBERG, LAURA, SUE | I | SENIOR VICE PRESIDENT, FINANCE | A | Control |
| ROSENBERG, LAURA, SUE | I | SENIOR VICE PRESIDENT, FINANCE | A | Control |
| ROSENBERG, LAURA, SUE | I | VICE PRESIDENT, FINANCE | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| AON CONSULTING WORLDWIDE, INC. | DE | AON NEW JERSEY HOLDING CORPORATION | E | Control |
| AON CORPORATION | DE | AON GROUP, INC. | E | Control |
| AON GROUP, INC. | DE | AON CONSULTING WORLDWIDE, INC. | E | Control |
| AON NEW JERSEY HOLDING CORPORATION | DE | AON CONSULTING, INC. OF NEW JERSEY | E | Control |
| ESTATE OF ELLEN HENNESSY | DE | FIDUCIARY GROUP, INC. | D | Control |
Registrations
Federal
IA
Apr 1, 2025 REGISTERED
Notice Filings (1)
DC
Address
700 12TH STREET NWSUITE 700
WASHINGTON, DC 20005-4052
United States
Phone: 202-558-5130