THE FIDUCIARY GROUP, LLC
Legal name: THE FIDUCIARY GROUP
CRD #221530 SEC #801-96251 SAVANNAH, GA 912-303-9000
SEC Registered
Total AUM
$1.7B
Discretionary
$1.7B
Employees
16
Clients
26
Accounts
1,604
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $1.7B | $1.7B | $24.9M | 16 | 0 |
| Apr 2025 | $1.7B | $1.7B | $24.9M | 16 | 0 |
| Mar 2025 | $1.7B | $1.7B | $24.9M | 16 | 0 |
| Aug 2024 | $1.6B | $1.6B | $24.2M | 16 | 0 |
| Aug 2024 | $1.6B | $1.6B | $24.2M | 16 | 0 |
| Aug 2024 | $1.6B | $1.6B | $24.2M | 16 | 0 |
| Apr 2024 | $1.6B | $1.6B | $24.2M | 16 | 0 |
| Mar 2024 | $1.6B | $1.6B | $24.2M | 16 | 0 |
| Oct 2023 | $1.3B | $1.3B | $19.4M | 16 | 0 |
| Sep 2023 | $1.3B | $1.3B | $19.4M | 16 | 0 |
| Mar 2023 | $1.3B | $1.3B | $19.4M | 16 | 0 |
| Mar 2023 | $1.3B | $1.3B | $19.4M | 16 | 0 |
| Apr 2022 | $1.6B | $1.6B | $8.7M | 15 | 0 |
| Apr 2022 | $1.6B | $1.6B | $8.7M | 15 | 0 |
| Mar 2022 | $1.6B | $1.6B | $8.7M | 15 | 0 |
| Apr 2021 | $1.3B | $1.3B | $19.3M | 14 | 0 |
| Mar 2021 | $1.3B | $1.3B | $19.3M | 14 | 0 |
| Jun 2020 | $1.2B | $1.1B | $14M | 14 | 0 |
| Mar 2020 | $1.2B | $1.1B | $14M | 14 | 0 |
| Mar 2019 | $898.2M | $883.3M | $14.9M | 13 | 0 |
| Aug 2018 | $870.3M | $856M | $14.3M | 13 | 0 |
| Aug 2018 | $870.3M | $856M | $14.3M | 13 | 0 |
| Jun 2018 | $870.3M | $856M | $14.3M | 13 | 0 |
| Mar 2018 | $870.3M | $856M | $14.3M | 13 | 481 |
| Jul 2017 | $755.5M | $733.1M | $22.4M | 11 | 500 |
| Jun 2017 | $755.5M | $733.1M | $22.4M | 11 | 500 |
| Mar 2017 | $755.5M | $733.1M | $22.4M | 11 | 500 |
| Mar 2016 | $671.6M | $642.4M | $29.2M | 10 | 500 |
| May 2015 | $655.4M | $628.8M | $26.6M | 8 | 500 |
| May 2015 | $655.4M | $628.8M | $26.6M | 8 | 500 |
| Apr 2015 | $655.4M | $628.8M | $26.6M | 8 | 500 |
DateAug 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$24.9M
Employees16
Clients0
DateApr 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$24.9M
Employees16
Clients0
DateMar 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$24.9M
Employees16
Clients0
DateAug 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$24.2M
Employees16
Clients0
DateAug 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$24.2M
Employees16
Clients0
DateAug 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$24.2M
Employees16
Clients0
DateApr 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$24.2M
Employees16
Clients0
DateMar 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$24.2M
Employees16
Clients0
DateOct 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$19.4M
Employees16
Clients0
DateSep 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$19.4M
Employees16
Clients0
DateMar 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$19.4M
Employees16
Clients0
DateMar 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$19.4M
Employees16
Clients0
DateApr 2022
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$8.7M
Employees15
Clients0
DateApr 2022
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$8.7M
Employees15
Clients0
DateMar 2022
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$8.7M
Employees15
Clients0
DateApr 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$19.3M
Employees14
Clients0
DateMar 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$19.3M
Employees14
Clients0
DateJun 2020
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$14M
Employees14
Clients0
DateMar 2020
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$14M
Employees14
Clients0
DateMar 2019
Total AUM$898.2M
Discretionary$883.3M
Non-Disc.$14.9M
Employees13
Clients0
DateAug 2018
Total AUM$870.3M
Discretionary$856M
Non-Disc.$14.3M
Employees13
Clients0
DateAug 2018
Total AUM$870.3M
Discretionary$856M
Non-Disc.$14.3M
Employees13
Clients0
DateJun 2018
Total AUM$870.3M
Discretionary$856M
Non-Disc.$14.3M
Employees13
Clients0
DateMar 2018
Total AUM$870.3M
Discretionary$856M
Non-Disc.$14.3M
Employees13
Clients481
DateJul 2017
Total AUM$755.5M
Discretionary$733.1M
Non-Disc.$22.4M
Employees11
Clients500
DateJun 2017
Total AUM$755.5M
Discretionary$733.1M
Non-Disc.$22.4M
Employees11
Clients500
DateMar 2017
Total AUM$755.5M
Discretionary$733.1M
Non-Disc.$22.4M
Employees11
Clients500
DateMar 2016
Total AUM$671.6M
Discretionary$642.4M
Non-Disc.$29.2M
Employees10
Clients500
DateMay 2015
Total AUM$655.4M
Discretionary$628.8M
Non-Disc.$26.6M
Employees8
Clients500
DateMay 2015
Total AUM$655.4M
Discretionary$628.8M
Non-Disc.$26.6M
Employees8
Clients500
DateApr 2015
Total AUM$655.4M
Discretionary$628.8M
Non-Disc.$26.6M
Employees8
Clients500