FIDUCIARY ALLIANCE LLC
Legal name: THE FIDUCIARY ALLIANCE
CRD #284924 SEC #801-108283 GREENVILLE, SC 864-385-7999
SEC Registered
Total AUM
$1.9B
Discretionary
$1.5B
Employees
63
Clients
1
Accounts
6,842
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $1.9B | $1.5B | $449.6M | 63 | 0 |
| Jun 2025 | $1.9B | $1.5B | $449.6M | 63 | 0 |
| May 2025 | $1.9B | $1.5B | $449.6M | 63 | 0 |
| Apr 2025 | $1.9B | $1.5B | $449.6M | 63 | 0 |
| Apr 2025 | $1.9B | $1.5B | $449.6M | 63 | 0 |
| Mar 2025 | $1.9B | $1.5B | $449.6M | 63 | 0 |
| Mar 2025 | $1.9B | $1.5B | $449.6M | 63 | 0 |
| Nov 2024 | $1.2B | $788.2M | $439.8M | 48 | 0 |
| Oct 2024 | $1.2B | $788.2M | $439.8M | 48 | 0 |
| Aug 2024 | $1.2B | $788.2M | $439.8M | 42 | 0 |
| Jul 2024 | $1.2B | $788.2M | $439.8M | 42 | 0 |
| Jul 2024 | $1.2B | $788.2M | $439.8M | 42 | 0 |
| Jun 2024 | $1.2B | $788.2M | $439.8M | 42 | 0 |
| Apr 2024 | $1.2B | $788.2M | $439.8M | 42 | 0 |
| Apr 2024 | $1.2B | $788.2M | $439.8M | 42 | 0 |
| Mar 2024 | $1.2B | $788.2M | $439.8M | 42 | 0 |
| Nov 2023 | $864.8M | $610.9M | $253.9M | 37 | 0 |
| Jun 2023 | $864.8M | $610.9M | $253.9M | 37 | 0 |
| Jun 2023 | $864.8M | $610.9M | $253.9M | 37 | 0 |
| May 2023 | $864.8M | $610.9M | $253.9M | 37 | 0 |
| May 2023 | $864.8M | $610.9M | $253.9M | 28 | 0 |
| Apr 2023 | $864.8M | $610.9M | $253.9M | 28 | 0 |
| Mar 2023 | $864.8M | $610.9M | $253.9M | 28 | 0 |
| Dec 2022 | $626.3M | $603.6M | $22.7M | 13 | 12 |
| Sep 2022 | $626.3M | $603.6M | $22.7M | 13 | 12 |
| Mar 2022 | $626.3M | $603.6M | $22.7M | 13 | 12 |
| Feb 2022 | $301.9M | $291.9M | $10M | 13 | 12 |
| Nov 2021 | $301.9M | $291.9M | $10M | 13 | 12 |
| Jul 2021 | $301.9M | $291.9M | $10M | 13 | 12 |
| Jul 2021 | $301.9M | $291.9M | $10M | 13 | 12 |
| Jun 2021 | $301.9M | $291.9M | $10M | 13 | 12 |
| Jun 2021 | $301.9M | $291.9M | $10M | 13 | 12 |
| Jun 2021 | $301.9M | $291.9M | $10M | 13 | 12 |
| Apr 2021 | $301.9M | $291.9M | $10M | 13 | 12 |
| Mar 2021 | $301.9M | $291.9M | $10M | 13 | 12 |
| Feb 2021 | $196M | $194.5M | $1.5M | 8 | 12 |
| Feb 2021 | $196M | $194.5M | $1.5M | 8 | 12 |
| Feb 2021 | $196M | $194.5M | $1.5M | 8 | 12 |
| Jan 2021 | $196M | $194.5M | $1.5M | 8 | 12 |
| Jan 2021 | $196M | $194.5M | $1.5M | 8 | 12 |
| Jun 2020 | $196M | $194.5M | $1.5M | 8 | 12 |
| Jun 2020 | $196M | $194.5M | $1.5M | 8 | 12 |
| Mar 2020 | $196M | $194.5M | $1.5M | 8 | 12 |
| Sep 2019 | $152.8M | $151.3M | $1.5M | 8 | 12 |
| Mar 2019 | $152.8M | $151.3M | $1.5M | 9 | 12 |
| Nov 2018 | $158.8M | $158.8M | $0 | 9 | 2 |
| Mar 2018 | $158.8M | $158.8M | $0 | 9 | 2 |
| Oct 2017 | $129M | $128.7M | $275.7K | 9 | 2 |
| Aug 2017 | $129M | $128.7M | $275.7K | 9 | 400 |
| May 2017 | $129M | $128.7M | $275.7K | 9 | 400 |
| Feb 2017 | $129M | $128.7M | $275.7K | 9 | 400 |
| Oct 2016 | $130.7M | $130.3M | $492.3K | 9 | 0 |
| Sep 2016 | $0 | $0 | $0 | 9 | 0 |
| Aug 2016 | $0 | $0 | $0 | 9 | 0 |
| Aug 2016 | $0 | $0 | $0 | 9 | 0 |
DateOct 2025
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$449.6M
Employees63
Clients0
DateJun 2025
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$449.6M
Employees63
Clients0
DateMay 2025
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$449.6M
Employees63
Clients0
DateApr 2025
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$449.6M
Employees63
Clients0
DateApr 2025
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$449.6M
Employees63
Clients0
DateMar 2025
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$449.6M
Employees63
Clients0
DateMar 2025
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$449.6M
Employees63
Clients0
DateNov 2024
Total AUM$1.2B
Discretionary$788.2M
Non-Disc.$439.8M
Employees48
Clients0
DateOct 2024
Total AUM$1.2B
Discretionary$788.2M
Non-Disc.$439.8M
Employees48
Clients0
DateAug 2024
Total AUM$1.2B
Discretionary$788.2M
Non-Disc.$439.8M
Employees42
Clients0
DateJul 2024
Total AUM$1.2B
Discretionary$788.2M
Non-Disc.$439.8M
Employees42
Clients0
DateJul 2024
Total AUM$1.2B
Discretionary$788.2M
Non-Disc.$439.8M
Employees42
Clients0
DateJun 2024
Total AUM$1.2B
Discretionary$788.2M
Non-Disc.$439.8M
Employees42
Clients0
DateApr 2024
Total AUM$1.2B
Discretionary$788.2M
Non-Disc.$439.8M
Employees42
Clients0
DateApr 2024
Total AUM$1.2B
Discretionary$788.2M
Non-Disc.$439.8M
Employees42
Clients0
DateMar 2024
Total AUM$1.2B
Discretionary$788.2M
Non-Disc.$439.8M
Employees42
Clients0
DateNov 2023
Total AUM$864.8M
Discretionary$610.9M
Non-Disc.$253.9M
Employees37
Clients0
DateJun 2023
Total AUM$864.8M
Discretionary$610.9M
Non-Disc.$253.9M
Employees37
Clients0
DateJun 2023
Total AUM$864.8M
Discretionary$610.9M
Non-Disc.$253.9M
Employees37
Clients0
DateMay 2023
Total AUM$864.8M
Discretionary$610.9M
Non-Disc.$253.9M
Employees37
Clients0
DateMay 2023
Total AUM$864.8M
Discretionary$610.9M
Non-Disc.$253.9M
Employees28
Clients0
DateApr 2023
Total AUM$864.8M
Discretionary$610.9M
Non-Disc.$253.9M
Employees28
Clients0
DateMar 2023
Total AUM$864.8M
Discretionary$610.9M
Non-Disc.$253.9M
Employees28
Clients0
DateDec 2022
Total AUM$626.3M
Discretionary$603.6M
Non-Disc.$22.7M
Employees13
Clients12
DateSep 2022
Total AUM$626.3M
Discretionary$603.6M
Non-Disc.$22.7M
Employees13
Clients12
DateMar 2022
Total AUM$626.3M
Discretionary$603.6M
Non-Disc.$22.7M
Employees13
Clients12
DateFeb 2022
Total AUM$301.9M
Discretionary$291.9M
Non-Disc.$10M
Employees13
Clients12
DateNov 2021
Total AUM$301.9M
Discretionary$291.9M
Non-Disc.$10M
Employees13
Clients12
DateJul 2021
Total AUM$301.9M
Discretionary$291.9M
Non-Disc.$10M
Employees13
Clients12
DateJul 2021
Total AUM$301.9M
Discretionary$291.9M
Non-Disc.$10M
Employees13
Clients12
DateJun 2021
Total AUM$301.9M
Discretionary$291.9M
Non-Disc.$10M
Employees13
Clients12
DateJun 2021
Total AUM$301.9M
Discretionary$291.9M
Non-Disc.$10M
Employees13
Clients12
DateJun 2021
Total AUM$301.9M
Discretionary$291.9M
Non-Disc.$10M
Employees13
Clients12
DateApr 2021
Total AUM$301.9M
Discretionary$291.9M
Non-Disc.$10M
Employees13
Clients12
DateMar 2021
Total AUM$301.9M
Discretionary$291.9M
Non-Disc.$10M
Employees13
Clients12
DateFeb 2021
Total AUM$196M
Discretionary$194.5M
Non-Disc.$1.5M
Employees8
Clients12
DateFeb 2021
Total AUM$196M
Discretionary$194.5M
Non-Disc.$1.5M
Employees8
Clients12
DateFeb 2021
Total AUM$196M
Discretionary$194.5M
Non-Disc.$1.5M
Employees8
Clients12
DateJan 2021
Total AUM$196M
Discretionary$194.5M
Non-Disc.$1.5M
Employees8
Clients12
DateJan 2021
Total AUM$196M
Discretionary$194.5M
Non-Disc.$1.5M
Employees8
Clients12
DateJun 2020
Total AUM$196M
Discretionary$194.5M
Non-Disc.$1.5M
Employees8
Clients12
DateJun 2020
Total AUM$196M
Discretionary$194.5M
Non-Disc.$1.5M
Employees8
Clients12
DateMar 2020
Total AUM$196M
Discretionary$194.5M
Non-Disc.$1.5M
Employees8
Clients12
DateSep 2019
Total AUM$152.8M
Discretionary$151.3M
Non-Disc.$1.5M
Employees8
Clients12
DateMar 2019
Total AUM$152.8M
Discretionary$151.3M
Non-Disc.$1.5M
Employees9
Clients12
DateNov 2018
Total AUM$158.8M
Discretionary$158.8M
Non-Disc.$0
Employees9
Clients2
DateMar 2018
Total AUM$158.8M
Discretionary$158.8M
Non-Disc.$0
Employees9
Clients2
DateOct 2017
Total AUM$129M
Discretionary$128.7M
Non-Disc.$275.7K
Employees9
Clients2
DateAug 2017
Total AUM$129M
Discretionary$128.7M
Non-Disc.$275.7K
Employees9
Clients400
DateMay 2017
Total AUM$129M
Discretionary$128.7M
Non-Disc.$275.7K
Employees9
Clients400
DateFeb 2017
Total AUM$129M
Discretionary$128.7M
Non-Disc.$275.7K
Employees9
Clients400
DateOct 2016
Total AUM$130.7M
Discretionary$130.3M
Non-Disc.$492.3K
Employees9
Clients0
DateSep 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateAug 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateAug 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0