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

Clients

Accounts

6,842

Firm Details

Organization Type: Limited Liability Company
State of Formation: South Carolina
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Oct 24, 2025
Branch Offices: 22

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
CULLEN, JAMES, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
CULLEN, JAMES, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
CULLEN, JAMES, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
CULLEN, JAMES, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
CULLEN, JAMES, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
CULLEN, JAMES, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
CULLEN, JAMES, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
LATHAM, VICTORIA, REGINA	I	CHIEF COMPLIANCE OFFICER	NA	Control
LATHAM, VICTORIA, REGINA	I	CHIEF COMPLIANCE OFFICER	NA	Control
LATHAM, VICTORIA, REGINA	I	CHIEF COMPLIANCE OFFICER	NA	Control
LATHAM, VICTORIA, REGINA	I	CHIEF COMPLIANCE OFFICER	NA	Control
LATHAM, VICTORIA, REGINA	I	CHIEF COMPLIANCE OFFICER	NA	Control
LATHAM, VICTORIA, REGINA	I	CHIEF COMPLIANCE OFFICER	NA	Control
LATHAM, VICTORIA, REGINA	I	CHIEF COMPLIANCE OFFICER	NA	Control
LATHAM, VICTORIA, REGINA	I	CHIEF COMPLIANCE OFFICER	NA	Control
LATHAM, VICTORIA, REGINA	I	CHIEF COMPLIANCE OFFICER	NA	Control
LATHAM, VICTORIA, REGINA	I	CHIEF COMPLIANCE OFFICER	NA	Control
LATHAM, VICTORIA, REGINA	I	CHIEF COMPLIANCE OFFICER	NA	Control
LATHAM, VICTORIA, REGINA	I	CHIEF COMPLIANCE OFFICER	NA	Control
LATHAM, VICTORIA, REGINA	I	CHIEF COMPLIANCE OFFICER	NA	Control
LATHAM, VICTORIA, REGINA	I	CHIEF COMPLIANCE OFFICER	NA	Control
LATHAM, VICTORIA, REGINA	I	CHIEF COMPLIANCE OFFICER	NA	Control
LATHAM, VICTORIA, REGINA	I	CHIEF COMPLIANCE OFFICER	NA	Control
LATHAM, VICTORIA, REGINA	I	CHIEF COMPLIANCE OFFICER	NA	Control
LATHAM, VICTORIA, REGINA	I	CHIEF COMPLIANCE OFFICER	NA	Control
LATHAM, VICTORIA, REGINA	I	CHIEF COMPLIANCE OFFICER	NA	Control
LATHAM, VICTORIA, REGINA	I	CHIEF COMPLIANCE OFFICER	NA	Control
LATHAM, VICTORIA, REGINA	I	CHIEF COMPLIANCE OFFICER	NA	Control
LATHAM, VICTORIA, REGINA	I	CHIEF COMPLIANCE OFFICER	NA	Control
LATHAM, VICTORIA, REGINA	I	CHIEF COMPLIANCE OFFICER	NA	Control
LATHAM, VICTORIA, REGINA	I	CHIEF COMPLIANCE OFFICER	NA	Control
LATHAM, VICTORIA, REGINA	I	CHIEF COMPLIANCE OFFICER	NA	Control
TOWNER, GREGORY, MILLER	I	CHIEF INVESTMENT OFFICER	NA	Control
TOWNER, GREGORY, MILLER	I	CHIEF INVESTMENT OFFICER	NA	Control
TOWNER, GREGORY, MILLER	I	CHIEF INVESTMENT OFFICER	NA	Control
TOWNER, GREGORY, MILLER	I	CHIEF INVESTMENT OFFICER	NA	Control
TOWNER, GREGORY, MILLER	I	CHIEF INVESTMENT OFFICER	NA	Control
TOWNER, GREGORY, MILLER	I	CHIEF INVESTMENT OFFICER	NA	Control
TOWNER, GREGORY, MILLER	I	CHIEF INVESTMENT OFFICER	NA	Control
TOWNER, GREGORY, MILLER	I	CHIEF INVESTMENT OFFICER	NA	Control
TOWNER, GREGORY, MILLER	I	CHIEF INVESTMENT OFFICER	NA	Control
TOWNER, GREGORY, MILLER	I	CHIEF INVESTMENT OFFICER	NA	Control
TOWNER, GREGORY, MILLER	I	CHIEF INVESTMENT OFFICER	NA	Control
TOWNER, GREGORY, MILLER	I	CHIEF INVESTMENT OFFICER	NA	Control
TOWNER, GREGORY, MILLER	I	CHIEF INVESTMENT OFFICER	NA	Control
TOWNER, GREGORY, MILLER	I	CHIEF INVESTMENT OFFICER	NA	Control
TOWNER, GREGORY, MILLER	I	CHIEF INVESTMENT OFFICER	NA	Control
TOWNER, GREGORY, MILLER	I	CHIEF INVESTMENT OFFICER	NA	Control
TOWNER, GREGORY, MILLER	I	CHIEF INVESTMENT OFFICER	NA	Control
TOWNER, GREGORY, MILLER	I	CHIEF INVESTMENT OFFICER	NA	Control
TOWNER, GREGORY, MILLER	I	CHIEF INVESTMENT OFFICER	NA	Control
TOWNER, GREGORY, MILLER	I	CHIEF INVESTMENT OFFICER	NA	Control
TOWNER, GREGORY, MILLER	I	CHIEF INVESTMENT OFFICER	NA	Control
TOWNER, GREGORY, MILLER	I	CHIEF INVESTMENT OFFICER	NA	Control
TOWNER, GREGORY, MILLER	I	CHIEF INVESTMENT OFFICER	NA	Control
TOWNER, GREGORY, MILLER	I	CHIEF INVESTMENT OFFICER	NA	Control
TOWNER, GREGORY, MILLER	I	CHIEF INVESTMENT OFFICER	NA	Control
BOUGHNER, BRIAN, JAMES	I	CHIEF COMPLIANCE OFFICER	D	Control
BOUGHNER, BRIAN, JAMES	I	CHIEF COMPLIANCE OFFICER	D	Control
BOUGHNER, BRIAN, JAMES	I	CHIEF COMPLIANCE OFFICER	D	Control
BOUGHNER, BRIAN, JAMES	I	CHIEF COMPLIANCE OFFICER	D	Control
BOUGHNER, BRIAN, JAMES	I	CHIEF COMPLIANCE OFFICER	D	Control
BOUGHNER, BRIAN, JAMES	I	CHIEF COMPLIANCE OFFICER	D	Control
BOUGHNER, BRIAN, JAMES	I	CHIEF COMPLIANCE OFFICER	D	Control
BOUGHNER, BRIAN, JAMES	I	CHIEF COMPLIANCE OFFICER	D	Control
BOUGHNER, BRIAN, JAMES	I	CHIEF COMPLIANCE OFFICER	D	Control
BOUGHNER, BRIAN, JAMES	I	CHIEF COMPLIANCE OFFICER	D	Control
BOUGHNER, BRIAN, JAMES	I	CHIEF COMPLIANCE OFFICER	D	Control
BOUGHNER, BRIAN, JAMES	I	CHIEF COMPLIANCE OFFICER	D	Control
BOUGHNER, BRIAN, JAMES	I	CHIEF COMPLIANCE OFFICER	D	Control
BOUGHNER, BRIAN, JAMES	I	CHIEF COMPLIANCE OFFICER	D	Control
BOUGHNER, BRIAN, JAMES	I	CHIEF COMPLIANCE OFFICER	D	Control
BOUGHNER, BRIAN, JAMES	I	CHIEF COMPLIANCE OFFICER	D	Control
BOUGHNER, BRIAN, JAMES	I	CHIEF COMPLIANCE OFFICER	D	Control
BOUGHNER, BRIAN, JAMES	I	CHIEF COMPLIANCE OFFICER	D	Control
BOUGHNER, BRIAN, JAMES	I	CHIEF COMPLIANCE OFFICER	D	Control
BOUGHNER, BRIAN, JAMES	I	CHIEF COMPLIANCE OFFICER	D	Control
BOUGHNER, BRIAN, JAMES	I	CHIEF COMPLIANCE OFFICER	D	Control
BOUGHNER, BRIAN, JAMES	I	CHIEF COMPLIANCE OFFICER	D	Control
BOUGHNER, BRIAN, JAMES	I	MANAGING MEMBER	D	Control
BOUGHNER, BRIAN, JAMES	I	CHIEF COMPLIANCE OFFICER	D	Control
BOUGHNER, BRIAN, JAMES	I	MANAGING MEMBER	D	Control
BOUGHNER, BRIAN, JAMES	I	MANAGING MEMBER	D	Control
BOUGHNER, BRIAN, JAMES	I	MANAGING MEMBER	D	Control
BOUGHNER, BRIAN, JAMES	I	MANAGING MEMBER	D	Control
BOUGHNER, BRIAN, JAMES	I	MANAGING MEMBER	D	Control
BOUGHNER, BRIAN, JAMES	I	MANAGING MEMBER	D	Control
BOUGHNER, BRIAN, JAMES	I	MANAGING MEMBER	D	Control
BOUGHNER, BRIAN, JAMES	I	MANAGING MEMBER	D	Control
BOUGHNER, BRIAN, JAMES	I	MANAGING MEMBER	D	Control
BOUGHNER, BRIAN, JAMES	I	MANAGING MEMBER	D	Control
BOUGHNER, BRIAN, JAMES	I	MANAGING MEMBER	D	Control
BOUGHNER, BRIAN, JAMES	I	MANAGING MEMBER	D	Control
BOUGHNER, BRIAN, JAMES	I	MANAGING MEMBER	D	Control
BOUGHNER, BRIAN, JAMES	I	MANAGING MEMBER	D	Control
BOUGHNER, BRIAN, JAMES	I	MANAGING MEMBER	D	Control
BOUGHNER, BRIAN, JAMES	I	MANAGING MEMBER	D	Control
BOUGHNER, BRIAN, JAMES	I	MANAGING MEMBER	D	Control
BOUGHNER, BRIAN, JAMES	I	MANAGING MEMBER	D	Control
BOUGHNER, BRIAN, JAMES	I	MANAGING MEMBER	D	Control
BOUGHNER, BRIAN, JAMES	I	MANAGING MEMBER	D	Control
BOUGHNER, BRIAN, JAMES	I	MANAGING MEMBER	D	Control
BOUGHNER, BRIAN, JAMES	I	MANAGING MEMBER	D	Control
BOUGHNER, BRIAN, JAMES	I	MANAGING MEMBER	D	Control
BOUGHNER, BRIAN, JAMES	I	MANAGING MEMBER	D	Control
MAHFOOD, ANTHONY, RICHARD	I	MANAGING MEMBER	D	Control
MAHFOOD, ANTHONY, RICHARD	I	MANAGING MEMBER	D	Control
MAHFOOD, ANTHONY, RICHARD	I	MANAGING MEMBER	D	Control
MAHFOOD, ANTHONY, RICHARD	I	MANAGING MEMBER	D	Control
MAHFOOD, ANTHONY, RICHARD	I	MANAGING MEMBER	D	Control
MAHFOOD, ANTHONY, RICHARD	I	MANAGING MEMBER	D	Control
MAHFOOD, ANTHONY, RICHARD	I	MANAGING MEMBER	D	Control
MAHFOOD, ANTHONY, RICHARD	I	MANAGING MEMBER	D	Control
MAHFOOD, ANTHONY, RICHARD	I	MANAGING MEMBER	D	Control
MAHFOOD, ANTHONY, RICHARD	I	MANAGING MEMBER	D	Control
MAHFOOD, ANTHONY, RICHARD	I	MANAGING MEMBER	D	Control
MAHFOOD, ANTHONY, RICHARD	I	MANAGING MEMBER	D	Control
MAHFOOD, ANTHONY, RICHARD	I	MANAGING MEMBER	D	Control
MAHFOOD, ANTHONY, RICHARD	I	MANAGING MEMBER	D	Control
MAHFOOD, ANTHONY, RICHARD	I	MANAGING MEMBER	D	Control
MAHFOOD, ANTHONY, RICHARD	I	MANAGING MEMBER	D	Control
MAHFOOD, ANTHONY, RICHARD	I	MANAGING MEMBER	D	Control
MAHFOOD, ANTHONY, RICHARD	I	MANAGING MEMBER	D	Control
MAHFOOD, ANTHONY, RICHARD	I	MANAGING MEMBER	D	Control
MAHFOOD, ANTHONY, RICHARD	I	MANAGING MEMBER	D	Control
MAHFOOD, ANTHONY, RICHARD	I	MANAGING MEMBER	D	Control
MAHFOOD, ANTHONY, RICHARD	I	MANAGING MEMBER	D	Control
MAHFOOD, ANTHONY, RICHARD	I	MANAGING MEMBER	D	Control
MAHFOOD, ANTHONY, RICHARD	I	MANAGING MEMBER	D	Control
MAHFOOD, ANTHONY, RICHARD	I	MANAGING MEMBER	D	Control
MAHFOOD, ANTHONY, RICHARD	I	MANAGING MEMBER	D	Control
MAHFOOD, ANTHONY, RICHARD	I	MANAGING MEMBER	D	Control
MAHFOOD, ANTHONY, RICHARD	I	MANAGING MEMBER	D	Control
MAHFOOD, ANTHONY, RICHARD	I	MANAGING MEMBER	D	Control
MAHFOOD, ANTHONY, RICHARD	I	MANAGING MEMBER	D	Control
MAHFOOD, ANTHONY, RICHARD	I	MANAGING MEMBER	D	Control
MAHFOOD, ANTHONY, RICHARD	I	MANAGING MEMBER	D	Control
MAHFOOD, ANTHONY, RICHARD	I	MANAGING MEMBER	D	Control
MAHFOOD, ANTHONY, RICHARD	I	MANAGING MEMBER	D	Control
MAHFOOD, ANTHONY, RICHARD	I	MANAGING MEMBER	D	Control
MAHFOOD, ANTHONY, RICHARD	I	MANAGING MEMBER	D	Control
MAHFOOD, ANTHONY, RICHARD	I	MANAGING MEMBER	D	Control
MAHFOOD, ANTHONY, RICHARD	I	MANAGING MEMBER	D	Control
MAHFOOD, ANTHONY, RICHARD	I	MANAGING MEMBER	D	Control
MAHFOOD, ANTHONY, RICHARD	I	MANAGING MEMBER	D	Control
MAHFOOD, ANTHONY, RICHARD	I	MANAGING MEMBER	D	Control
MAHFOOD, ANTHONY, RICHARD	I	MANAGING MEMBER	D	Control
MAHFOOD, ANTHONY, RICHARD	I	MANAGING MEMBER	D	Control
MAHFOOD, ANTHONY, RICHARD	I	MANAGING MEMBER	D	Control
MAHFOOD, ANTHONY, RICHARD	I	MANAGING MEMBER	D	Control
MAHFOOD, ANTHONY, RICHARD	I	MANAGING MEMBER	D	Control
MAHFOOD, ANTHONY, RICHARD	I	MANAGING MEMBER	D	Control
MAHFOOD, ANTHONY, RICHARD	I	MANAGING MEMBER	D	Control
BOUGHNER, BRIAN, JAMES	I	MANAGING MEMBER	C	Control
BOUGHNER, BRIAN, JAMES	I	MANAGING MEMBER	C	Control
BOUGHNER, BRIAN, JAMES	I	MANAGING MEMBER	C	Control
BOUGHNER, BRIAN, JAMES	I	MANAGING MEMBER	C	Control
BOUGHNER, BRIAN, JAMES	I	MANAGING MEMBER	C	Control
BOUGHNER, BRIAN, JAMES	I	MANAGING MEMBER	C	Control
BOUGHNER, BRIAN, JAMES	I	MANAGING MEMBER	C	Control
BOUGHNER, BRIAN, JAMES	I	MANAGING MEMBER	C	Control
BOUGHNER, BRIAN, JAMES	I	MANAGING MEMBER	C	Control
BOUGHNER, BRIAN, JAMES	I	MANAGING MEMBER	C	Control
BOUGHNER, BRIAN, JAMES	I	MANAGING MEMBER	C	Control
CANZERI, STUART, SOMMERVILLE	I	MANAGING MEMBER	C	Control
CANZERI, STUART, SOMMERVILLE	I	MANAGING MEMBER	C	Control
CANZERI, STUART, SOMMERVILLE	I	MANAGING MEMBER	C	Control
CANZERI, STUART, SOMMERVILLE	I	MANAGING MEMBER	C	Control
CANZERI, STUART, SOMMERVILLE	I	MANAGING MEMBER	C	Control
CANZERI, STUART, SOMMERVILLE	I	MANAGING MEMBER	C	Control
CANZERI, STUART, SOMMERVILLE	I	MANAGING MEMBER	C	Control
CANZERI, STUART, SOMMERVILLE	I	MANAGING MEMBER	C	Control
CANZERI, STUART, SOMMERVILLE	I	MANAGING MEMBER	C	Control
CANZERI, STUART, SOMMERVILLE	I	MANAGING MEMBER	C	Control
CANZERI, STUART, SOMMERVILLE	I	MANAGING MEMBER	C	Control
HUGHES, DAVID, PARKER	I	MANAGING MEMBER	C	Control
HUGHES, DAVID, PARKER	I	MANAGING MEMBER	C	Control
HUGHES, DAVID, PARKER	I	MANAGING MEMBER	C	Control
HUGHES, DAVID, PARKER	I	MANAGING MEMBER	C	Control
HUGHES, DAVID, PARKER	I	MANAGING MEMBER	C	Control
HUGHES, DAVID, PARKER	I	MANAGING MEMBER	C	Control
HUGHES, DAVID, PARKER	I	MANAGING MEMBER	C	Control
HUGHES, DAVID, PARKER	I	MANAGING MEMBER	C	Control
HUGHES, DAVID, PARKER	I	MANAGING MEMBER	C	Control
HUGHES, DAVID, PARKER	I	MANAGING MEMBER	C	Control
HUGHES, DAVID, PARKER	I	MANAGING MEMBER	C	Control
MAHFOOD, ANTHONY, RICHARD	I	MANAGING MEMBER AND CCO	C	Control
MAHFOOD, ANTHONY, RICHARD	I	MANAGING MEMBER AND CCO	C	Control
MAHFOOD, ANTHONY, RICHARD	I	MANAGING MEMBER AND CCO	C	Control
MAHFOOD, ANTHONY, RICHARD	I	MANAGING MEMBER AND CCO	C	Control
MAHFOOD, ANTHONY, RICHARD	I	MANAGING MEMBER	C	Control
MAHFOOD, ANTHONY, RICHARD	I	MANAGING MEMBER	C	Control
MAHFOOD, ANTHONY, RICHARD	I	MANAGING MEMBER	C	Control
MAHFOOD, ANTHONY, RICHARD	I	MANAGING MEMBER	C	Control
MAHFOOD, ANTHONY, RICHARD	I	MANAGING MEMBER	C	Control
MAHFOOD, ANTHONY, RICHARD	I	MANAGING MEMBER	C	Control
MAHFOOD, ANTHONY, RICHARD	I	MANAGING MEMBER	C	Control

Registrations

Federal

Oct 24, 2025 REGISTERED

Notice Filings (29)

AK AL AR AZ CA CO FL GA ID IL LA MA MI MN NC ND NE NH NJ NY OH OR SC SD TN TX VA WA WI

Address

135 S MAIN ST
SUITE 600
GREENVILLE, SC 29601
United States

Phone: 864-385-7999