FIDUCIARYVEST, LLC
CRD #134351 SEC #801-63958 ATLANTA, GA 404-446-1270
SEC Registered
Total AUM
$4.4B
Discretionary
$275.3M
Employees
11
Clients
0
Accounts
59
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $4.4B | $275.3M | $4.1B | 11 | 0 |
| Mar 2025 | $4.4B | $275.3M | $4.1B | 11 | 0 |
| Mar 2024 | $4.6B | $300.9M | $4.3B | 10 | 0 |
| Oct 2023 | $3.4B | $91.2M | $3.3B | 9 | 0 |
| Mar 2023 | $3.4B | $91.2M | $3.3B | 9 | 0 |
| Mar 2022 | $4.2B | $89.3M | $4.2B | 9 | 0 |
| Sep 2021 | $4.1B | $78.6M | $4B | 9 | 0 |
| Mar 2021 | $4.1B | $78.6M | $4B | 9 | 0 |
| Mar 2020 | $4.2B | $67.7M | $4.2B | 9 | 0 |
| Dec 2019 | $15.2B | $4.1B | $11B | 9 | 0 |
| Apr 2019 | $15.2B | $4.1B | $11B | 9 | 0 |
| Feb 2019 | $15.2B | $4.1B | $11B | 18 | 0 |
| Mar 2018 | $17.9B | $4.4B | $13.5B | 18 | 0 |
| Mar 2017 | $15.8B | $3.6B | $12.1B | 19 | 26 |
| Jan 2017 | $15.2B | $3B | $12.2B | 18 | 26 |
| Nov 2016 | $15.2B | $3B | $12.2B | 18 | 26 |
| May 2016 | $15.2B | $3B | $12.2B | 18 | 26 |
| Mar 2016 | $15.2B | $3B | $12.2B | 18 | 26 |
| Jul 2015 | $14B | $975.5M | $13B | 13 | 26 |
| Mar 2015 | $14B | $975.5M | $13B | 13 | 26 |
| Dec 2014 | $12.6B | $589M | $12.1B | 13 | 26 |
| Mar 2014 | $12.6B | $589M | $12.1B | 13 | 26 |
| Mar 2013 | $10.7B | $466.9M | $10.3B | 11 | 26 |
| Mar 2013 | $10.7B | $466.9M | $10.3B | 11 | 26 |
| Dec 2012 | $182.8M | $182.8M | $0 | 11 | 26 |
| May 2012 | $182.8M | $182.8M | $0 | 6 | 26 |
| Mar 2012 | $182.8M | $182.8M | $0 | 6 | 26 |
| Jul 2011 | $63.4M | $63.4M | $0 | 10 | -- |
DateJul 2025
Total AUM$4.4B
Discretionary$275.3M
Non-Disc.$4.1B
Employees11
Clients0
DateMar 2025
Total AUM$4.4B
Discretionary$275.3M
Non-Disc.$4.1B
Employees11
Clients0
DateMar 2024
Total AUM$4.6B
Discretionary$300.9M
Non-Disc.$4.3B
Employees10
Clients0
DateOct 2023
Total AUM$3.4B
Discretionary$91.2M
Non-Disc.$3.3B
Employees9
Clients0
DateMar 2023
Total AUM$3.4B
Discretionary$91.2M
Non-Disc.$3.3B
Employees9
Clients0
DateMar 2022
Total AUM$4.2B
Discretionary$89.3M
Non-Disc.$4.2B
Employees9
Clients0
DateSep 2021
Total AUM$4.1B
Discretionary$78.6M
Non-Disc.$4B
Employees9
Clients0
DateMar 2021
Total AUM$4.1B
Discretionary$78.6M
Non-Disc.$4B
Employees9
Clients0
DateMar 2020
Total AUM$4.2B
Discretionary$67.7M
Non-Disc.$4.2B
Employees9
Clients0
DateDec 2019
Total AUM$15.2B
Discretionary$4.1B
Non-Disc.$11B
Employees9
Clients0
DateApr 2019
Total AUM$15.2B
Discretionary$4.1B
Non-Disc.$11B
Employees9
Clients0
DateFeb 2019
Total AUM$15.2B
Discretionary$4.1B
Non-Disc.$11B
Employees18
Clients0
DateMar 2018
Total AUM$17.9B
Discretionary$4.4B
Non-Disc.$13.5B
Employees18
Clients0
DateMar 2017
Total AUM$15.8B
Discretionary$3.6B
Non-Disc.$12.1B
Employees19
Clients26
DateJan 2017
Total AUM$15.2B
Discretionary$3B
Non-Disc.$12.2B
Employees18
Clients26
DateNov 2016
Total AUM$15.2B
Discretionary$3B
Non-Disc.$12.2B
Employees18
Clients26
DateMay 2016
Total AUM$15.2B
Discretionary$3B
Non-Disc.$12.2B
Employees18
Clients26
DateMar 2016
Total AUM$15.2B
Discretionary$3B
Non-Disc.$12.2B
Employees18
Clients26
DateJul 2015
Total AUM$14B
Discretionary$975.5M
Non-Disc.$13B
Employees13
Clients26
DateMar 2015
Total AUM$14B
Discretionary$975.5M
Non-Disc.$13B
Employees13
Clients26
DateDec 2014
Total AUM$12.6B
Discretionary$589M
Non-Disc.$12.1B
Employees13
Clients26
DateMar 2014
Total AUM$12.6B
Discretionary$589M
Non-Disc.$12.1B
Employees13
Clients26
DateMar 2013
Total AUM$10.7B
Discretionary$466.9M
Non-Disc.$10.3B
Employees11
Clients26
DateMar 2013
Total AUM$10.7B
Discretionary$466.9M
Non-Disc.$10.3B
Employees11
Clients26
DateDec 2012
Total AUM$182.8M
Discretionary$182.8M
Non-Disc.$0
Employees11
Clients26
DateMay 2012
Total AUM$182.8M
Discretionary$182.8M
Non-Disc.$0
Employees6
Clients26
DateMar 2012
Total AUM$182.8M
Discretionary$182.8M
Non-Disc.$0
Employees6
Clients26
DateJul 2011
Total AUM$63.4M
Discretionary$63.4M
Non-Disc.$0
Employees10
Clients--