FIDUCIARYVEST, LLC

CRD #134351 SEC #801-63958 ATLANTA, GA 404-446-1270

SEC Registered

Total AUM

$4.4B

Discretionary

$275.3M

Employees

Clients

Accounts

Firm Details

Organization Type: Limited Liability Company
State of Formation: Georgia
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Jul 14, 2025
Branch Offices: 1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BUCKALEW, JOE, GREGG	I	CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER	NA
BUCKALEW, JOE, GREGG	I	CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER	NA
BUCKALEW, JOE, GREGG	I	CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER	NA
BUCKALEW, JOE, GREGG	I	CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER	NA
BUCKALEW, JOE, GREGG	I	CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER	NA
BUCKALEW, JOE, GREGG	I	CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER	NA
BUCKALEW, JOE, GREGG	I	CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER	NA	Control
BUCKALEW, JOE, GREGG	I	CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER	NA
BUCKALEW, JOE, GREGG	I	CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER	NA
BUCKALEW, JOE, GREGG	I	CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER	NA
BUCKALEW, JOE, GREGG	I	CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER	NA
KALLIS, MARK, ANDREW	I	CHIEF COMPLIANCE OFFICER	NA	Control
KALLIS, MARK, ANDREW	I	CHIEF COMPLIANCE OFFICER	NA	Control
KALLIS, MARK, ANDREW	I	CHIEF COMPLIANCE OFFICER	NA	Control
KALLIS, MARK, ANDREW	I	CHIEF COMPLIANCE OFFICER	NA	Control
KALLIS, MARK, ANDREW	I	CHIEF COMPLIANCE OFFICER, SENIOR CONSULTANT	NA	Control
KALLIS, MARK, ANDREW	I	CHIEF COMPLIANCE OFFICER, SENIOR CONSULTANT	NA	Control
KALLIS, MARK, ANDREW	I	CHIEF COMPLIANCE OFFICER, SENIOR CONSULTANT	NA	Control
KALLIS, MARK, ANDREW	I	CHIEF COMPLIANCE OFFICER, SENIOR CONSULTANT	NA	Control
KALLIS, MARK, ANDREW	I	CHIEF COMPLIANCE OFFICER, SENIOR CONSULTANT	NA	Control
KALLIS, MARK, ANDREW	I	CHIEF COMPLIANCE OFFICER, SENIOR CONSULTANT	NA	Control
KALLIS, MARK, ANDREW	I	CHIEF COMPLIANCE OFFICER, SENIOR CONSULTANT	NA	Control
KALLIS, MARK, ANDREW	I	CHIEF COMPLIANCE OFFICER, SENIOR CONSULTANT	NA	Control
MARINO, ANDREW	I	CHIEF INVESTMENT OFFICER	NA	Control
MARINO, ANDREW	I	CHIEF INVESTMENT OFFICER	NA	Control
MARINO, ANDREW	I	CHIEF INVESTMENT OFFICER	NA	Control
MARINO, ANDREW	I	CHIEF INVESTMENT OFFICER	NA	Control
MARINO, ANDREW, GIOCCHINO	I	CHIEF INVESTMENT OFFICER	NA	Control
MARINO, ANDREW, GIOCCHINO	I	CHIEF INVESTMENT OFFICER	NA	Control
MARINO, ANDREW, GIOCCHINO	I	CHIEF INVESTMENT OFFICER	NA	Control
MARINO, ANDREW, GIOCCHINO	I	CHIEF INVESTMENT OFFICER	NA	Control
MARINO, ANDREW, GIOCCHINO	I	CHIEF INVESTMENT OFFICER	NA	Control
SMALL, HAROLD, WEEKS	I	DIRECTOR	NA
SMALL, HAROLD, WEEKS	I	DIRECTOR	NA	Control
SMALL, HAROLD, WEEKS	I	DIRECTOR	NA	Control
SMALL, HAROLD, WEEKS	I	DIRECTOR	NA
SMALL, HAROLD, WEEKS	I	DIRECTOR	NA
SMALL, HAROLD, WEEKS	I	DIRECTOR	NA
SMALL, HAROLD, WEEKS	I	PARTNER	NA	Control
SMALL, HAROLD, WEEKS	I	PARTNER	NA	Control
SMALL, HAROLD, WEEKS	I	PARTNER	NA	Control
SMALL, HAROLD, WEEKS	I	PARTNER	NA	Control
SMALL, HAROLD, WEEKS	I	PARTNER	NA	Control
SMALL, HAROLD, WEEKS	I	PARTNER	NA	Control
SMALL, HAROLD, WEEKS	I	PARTNER	NA	Control
SMALL, HAROLD, WEEKS	I	PARTNER	NA	Control
SMALL, HAROLD, WEEKS	I	PARTNER	NA	Control
SMALL, HAROLD, WEEKS	I	PARTNER	NA	Control
SMALL, JASON, PHILIP	I	MANAGING MEMBER, PARTNER	E	Control
SMALL, JASON, PHILIP	I	MANAGING MEMBER, PARTNER	E	Control
SMALL, JASON, PHILIP	I	MANAGING MEMBER, PARTNER	E	Control
SMALL, JASON, PHILIP	I	MANAGING PRINCIPAL, SENIOR CONSULTANT	E	Control
SMALL, JASON, PHILIP	I	MANAGING PRINCIPAL, SENIOR CONSULTANT	E	Control
SMALL, JASON, PHILIP	I	MANAGING PRINCIPAL, SENIOR CONSULTANT	E	Control
SMALL, JASON, PHILIP	I	MANAGING PRINCIPAL, SENIOR CONSULTANT	E	Control
SMALL, JASON, PHILIP	I	MANAGING PRINCIPAL, SENIOR CONSULTANT	E	Control
SMALL, JASON, PHILIP	I	MANAGING PRINCIPAL, SENIOR CONSULTANT	E	Control
SMALL, JASON, PHILIP	I	MANAGING PRINCIPAL, SENIOR CONSULTANT	E	Control
SMALL, JASON, PHILIP	I	MANAGING PRINCIPAL, SENIOR CONSULTANT	E	Control
JONES JR., WILLIAM, PHILLIP	I	DIRECTOR	D	Control
JONES JR., WILLIAM, PHILLIP	I	DIRECTOR	D	Control
JONES JR., WILLIAM, PHILLIP	I	DIRECTOR	D	Control
JONES JR., WILLIAM, PHILLIP	I	MANAGING DIRECTOR	D	Control
JONES JR., WILLIAM, PHILLIP	I	MANAGING DIRECTOR	D	Control
JONES JR., WILLIAM, PHILLIP	I	MANAGING DIRECTOR	D	Control
JONES JR., WILLIAM, PHILLIP	I	MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER	D	Control
JONES JR., WILLIAM, PHILLIP	I	MANAGING DIRECTOR	D	Control
JONES JR., WILLIAM, PHILLIP	I	MANAGING DIRECTOR	D	Control
JONES JR., WILLIAM, PHILLIP	I	MANAGING DIRECTOR	D	Control
JONES JR., WILLIAM, PHILLIP	I	MANAGING DIRECTOR	D	Control
JONES JR., WILLIAM, PHILLIP	I	MANAGING DIRECTOR	D	Control
SMALL, HAROLD, WEEKS	I	DIRECTOR	D	Control
SMALL, HAROLD, WEEKS	I	DIRECTOR	D	Control
SMALL, HAROLD, WEEKS	I	DIRECTOR	D	Control
SMALL, HAROLD, WEEKS	I	DIRECTOR	D	Control
SMALL, HAROLD, WEEKS	I	DIRECTOR	D	Control
SMALL, HAROLD, WEEKS	I	DIRECTOR	D	Control
SMALL, JASON, PHILIP	I	DIRECTOR	D	Control
SMALL, JASON, PHILIP	I	DIRECTOR	D	Control
SMALL, JASON, PHILIP	I	DIRECTOR	D	Control
SMALL, JASON, PHILIP	I	DIRECTOR	D	Control
SMALL, JASON, PHILIP	I	DIRECTOR	D	Control
SMALL, JASON, PHILIP	I	DIRECTOR	D	Control
JONES JR., WILLIAM, PHILLIP	I	DIRECTOR	C	Control
JONES JR., WILLIAM, PHILLIP	I	DIRECTOR	C	Control
JONES JR., WILLIAM, PHILLIP	I	DIRECTOR	C	Control
JONES JR., WILLIAM, PHILLIP	I	DIRECTOR	C	Control
JONES JR., WILLIAM, PHILLIP	I	MANAGING MEMBER, MANAGING PARTNER & CHIEF COMPLIANCE OFFICER	C	Control
JONES JR., WILLIAM, PHILLIP	I	MANAGING PARTNER & CHIEF COMPLIANCE OFFICER	C	Control
JONES JR., WILLIAM, PHILLIP	I	MANAGING MEMBER, MANAGING PARTNER & CHIEF COMPLIANCE OFFICER	C	Control
JONES JR., WILLIAM, PHILLIP	I	MANAGING MEMBER, MANAGING PARTNER & CHIEF COMPLIANCE OFFICER	C	Control
JONES JR., WILLIAM, PHILLIP	I	MANAGING MEMBER, MANAGING PARTNER & CHIEF COMPLIANCE OFFICER	C	Control
JONES JR., WILLIAM, PHILLIP	I	MANAGING MEMBER, MANAGING PARTNER & CHIEF COMPLIANCE OFFICER	C	Control
JONES JR., WILLIAM, PHILLIP	I	MANAGING MEMBER, MANAGING PARTNER	C	Control
SMALL, HAROLD, WEEKS	I	DIRECTOR	C	Control
SMALL, HAROLD, WEEKS	I	DIRECTOR	C	Control
SMALL, HAROLD, WEEKS	I	DIRECTOR	C	Control
SMALL, HAROLD, WEEKS	I	DIRECTOR	C	Control
SMALL, JASON, PHILIP	I	MANAGING MEMBER, PARTNER	C	Control
SMALL, JASON, PHILIP	I	PARTNER	C	Control
SMALL, JASON, PHILIP	I	MANAGING MEMBER, PARTNER	C	Control
SMALL, JASON, PHILIP	I	MANAGING MEMBER, PARTNER	C	Control
SMALL, JASON, PHILIP	I	MANAGING MEMBER, PARTNER	C	Control
SMALL, JASON, PHILIP	I	MANAGING MEMBER, PARTNER	C	Control
SMALL, JASON, PHILIP	I	MANAGING MEMBER, PARTNER	C	Control
BUCKALEW, JOE, GREGG	I	CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER	B	Control
BUCKALEW, JOE, GREGG	I	CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER	B	Control
BUCKALEW, JOE, GREGG	I	CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER	B	Control
BUCKALEW, JOE, GREGG	I	CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER	B	Control
MELCHER, EVAN, BRADLEY	I	MEMBER, PARTNER	A	Control
MELCHER, EVAN, BRADLEY	I	MEMBER, PARTNER	A	Control
MELCHER, EVAN, BRADLEY	I	MEMBER, PARTNER	A	Control
MELCHER, EVAN, BRADLEY	I	MEMBER, PARTNER	A	Control
SADLER, ZACHARY, CARTER	I	MEMBER, PARTNER	A	Control
SADLER, ZACHARY, CARTER	I	PARTNER	A	Control
SADLER, ZACHARY, CARTER	I	MEMBER, PARTNER	A	Control
SADLER, ZACHARY, CARTER	I	MEMBER, PARTNER	A	Control
SADLER, ZACHARY, CARTER	I	MEMBER, PARTNER	A	Control
SADLER, ZACHARY, CARTER	I	MEMBER, PARTNER	A	Control
SADLER, ZACHARY, CARTER	I	MEMBER, PARTNER	A	Control

Registrations

Federal

Jul 14, 2025 REGISTERED

Notice Filings (4)

AZ GA PA TX

Address

5600 ROSWELL ROAD
BUILDING C
ATLANTA, GA 30342
United States

Phone: 404-446-1270