FIDUCIARY FINANCIAL GROUP, LLC
CRD #285681 SEC #801-121655 SAN RAFAEL, CA 415-352-1100
SEC Registered
Total AUM
$865.2M
Discretionary
$862M
Employees
9
Clients
251
Accounts
381
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 25, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MOORE, CHRISTOPHER, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| MOORE, CHRISTOPHER, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| MOORE, CHRISTOPHER, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| TORRES, VICTOR, JAVIER | I | MEMBER | NA | |
| TORRES, VICTOR, JAVIER | I | MEMBER | NA | |
| TORRES, VICTOR, JAVIER | I | MEMBER | NA | |
| TORRES, VICTOR, JAVIER | I | MEMBER | NA | |
| TORRES, VICTOR, JAVIER | I | MEMBER | NA | |
| TORRES, VICTOR, JAVIER | I | MEMBER | NA | |
| TORRES, VICTOR, JAVIER | I | MEMBER | NA | |
| TORRES, VICTOR, JAVIER | I | MEMBER | NA | |
| TORRES, VICTOR, JAVIER | I | MEMBER | NA | |
| TORRES, VICTOR, JAVIER | I | MEMBER | NA | |
| TORRES, VICTOR, JAVIER | I | MEMBER | NA | |
| TORRES, VICTOR, JAVIER | I | MEMBER | NA | |
| TORRES, VICTOR, JAVIER | I | MEMBER | NA | |
| TORRES, VICTOR, JAVIER | I | MEMBER | NA | |
| TORRES, VICTOR, JAVIER | I | MEMBER | NA | |
| TORRES, VICTOR, JAVIER | I | MEMBER | NA | |
| TORRES, VICTOR, JAVIER | I | MEMBER | NA | |
| TORRES, VICTOR, JAVIER | I | MEMBER | NA | |
| TORRES, VICTOR, JAVIER | I | MEMBER | NA | |
| TORRES, VICTOR, JAVIER | I | MEMBER | NA | |
| TORRES, VICTOR, JAVIER | I | MEMBER | NA | |
| TORRES, VICTOR, JAVIER | I | MEMBER | NA | |
| COOPER & VOGELHEIM LLP | DE | OWNER | C | |
| COOPER & VOGELHEIM LLP | DE | OWNER | C | |
| COOPER & VOGELHEIM LLP | DE | OWNER | C | |
| COOPER & VOGELHEIM LLP | DE | OWNER | C | |
| COOPER & VOGELHEIM LLP | DE | OWNER | C | |
| COOPER & VOGELHEIM LLP | DE | OWNER | C | |
| COOPER & VOGELHEIM LLP | DE | OWNER | C | |
| COOPER & VOGELHEIM LLP | DE | OWNER | C | |
| COOPER & VOGELHEIM LLP | DE | OWNER | C | |
| COOPER & VOGELHEIM LLP | DE | OWNER | C | |
| COOPER & VOGELHEIM LLP | DE | OWNER | C | |
| COOPER & VOGELHEIM LLP | DE | OWNER | C | |
| COOPER & VOGELHEIM LLP | DE | OWNER | C | |
| COOPER & VOGELHEIM LLP | DE | OWNER | C | |
| COOPER & VOGELHEIM LLP | DE | OWNER | C | |
| COOPER & VOGELHEIM LLP | DE | OWNER | C | |
| COOPER & VOGELHEIM LLP | DE | OWNER | C | |
| COOPER & VOGELHEIM LLP | DE | OWNER | C | |
| COOPER & VOGELHEIM LLP | DE | OWNER | C | |
| COOPER & VOGELHEIM LLP | DE | OWNER | C | |
| COOPER & VOGELHEIM LLP | DE | OWNER | C | |
| COOPER & VOGELHEIM LLP | DE | OWNER | C | |
| COOPER & VOGELHEIM LLP | DE | OWNER | C | |
| COOPER & VOGELHEIM LLP | DE | OWNER | C | |
| COOPER & VOGELHEIM LLP | DE | OWNER | C | |
| DAVEY, RICHARD, LLOYD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| DAVEY, RICHARD, LLOYD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| DAVEY, RICHARD, LLOYD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| DAVEY, RICHARD, LLOYD | I | MANAGING MEMBER | C | Control |
| DAVEY, RICHARD, LLOYD | I | MANAGING MEMBER | C | Control |
| DAVEY, RICHARD, LLOYD | I | MANAGING MEMBER | C | Control |
| DAVEY, RICHARD, LLOYD | I | MANAGING MEMBER | C | Control |
| DAVEY, RICHARD, LLOYD | I | MANAGING MEMBER | C | Control |
| DAVEY, RICHARD, LLOYD | I | MANAGING MEMBER | C | Control |
| DAVEY, RICHARD, LLOYD | I | MANAGING MEMBER | C | Control |
| DAVEY, RICHARD, LLOYD | I | MANAGING MEMBER | C | Control |
| DAVEY, RICHARD, LLOYD | I | MANAGING MEMBER | C | Control |
| DAVEY, RICHARD, LLOYD | I | MANAGING MEMBER | C | Control |
| DAVEY, RICHARD, LLOYD | I | MANAGING MEMBER | C | Control |
| DAVEY, RICHARD, LLOYD | I | MANAGING MEMBER | C | Control |
| DAVEY, RICHARD, LLOYD | I | MANAGING MEMBER | C | Control |
| DAVEY, RICHARD, LLOYD | I | MANAGING MEMBER | C | Control |
| DAVEY, RICHARD, LLOYD | I | MANAGING MEMBER | C | Control |
| DAVEY, RICHARD, LLOYD | I | MANAGING MEMBER | C | Control |
| DAVEY, RICHARD, LLOYD | I | MANAGING MEMBER | C | Control |
| DAVEY, RICHARD, LLOYD | I | MANAGING MEMBER | C | Control |
| DAVEY, RICHARD, LLOYD | I | MANAGING MEMBER | C | Control |
| DAVEY, RICHARD, LLOYD | I | MANAGING MEMBER | C | Control |
| DAVEY, RICHARD, LLOYD | I | MANAGING MEMBER | C | Control |
| DAVEY, RICHARD, LLOYD | I | MANAGING MEMBER | C | Control |
| Scotto, Trevor, Patrick | I | MEMBER | C | |
| Scotto, Trevor, Patrick | I | MEMBER | C | |
| Scotto, Trevor, Patrick | I | MEMBER | C | |
| Scotto, Trevor, Patrick | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | |
| Scotto, Trevor, Patrick | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | |
| Scotto, Trevor, Patrick | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | |
| Scotto, Trevor, Patrick | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | |
| Scotto, Trevor, Patrick | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | |
| Scotto, Trevor, Patrick | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | |
| Scotto, Trevor, Patrick | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | |
| Scotto, Trevor, Patrick | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | |
| Scotto, Trevor, Patrick | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | |
| Scotto, Trevor, Patrick | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | |
| Scotto, Trevor, Patrick | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | |
| Scotto, Trevor, Patrick | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | |
| Scotto, Trevor, Patrick | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | |
| Scotto, Trevor, Patrick | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | |
| Scotto, Trevor, Patrick | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | |
| Scotto, Trevor, Patrick | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | |
| Scotto, Trevor, Patrick | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | |
| Scotto, Trevor, Patrick | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | |
| Scotto, Trevor, Patrick | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | |
| Scotto, Trevor, Patrick | I | MEMBER | C | |
| Scotto, Trevor, Patrick | I | MEMBER | C | |
| Scotto, Trevor, Patrick | I | MEMBER | C |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| VOGELHEIM, THOMAS, WHITNEY | I | COOPER & VOGELHEIM LLP | E | Control |
| VOGELHEIM, THOMAS, WHITNEY | I | COOPER & VOGELHEIM LLP | E | Control |
| VOGELHEIM, THOMAS, WHITNEY | I | COOPER & VOGELHEIM LLP | E | Control |
| VOGELHEIM, THOMAS, WHITNEY | I | COOPER & VOGELHEIM LLP | E | Control |
| VOGELHEIM, THOMAS, WHITNEY | I | COOPER & VOGELHEIM LLP | E | Control |
| VOGELHEIM, THOMAS, WHITNEY | I | COOPER & VOGELHEIM LLP | E | Control |
| VOGELHEIM, THOMAS, WHITNEY | I | COOPER & VOGELHEIM LLP | E | Control |
| VOGELHEIM, THOMAS, WHITNEY | I | COOPER & VOGELHEIM LLP | E | Control |
| VOGELHEIM, THOMAS, WHITNEY | I | COOPER & VOGELHEIM LLP | E | Control |
| VOGELHEIM, THOMAS, WHITNEY | I | COOPER & VOGELHEIM LLP | E | Control |
| VOGELHEIM, THOMAS, WHITNEY | I | COOPER & VOGELHEIM LLP | E | Control |
| VOGELHEIM, THOMAS, WHITNEY | I | COOPER & VOGELHEIM LLP | E | Control |
| VOGELHEIM, THOMAS, WHITNEY | I | COOPER & VOGELHEIM LLP | E | Control |
| VOGELHEIM, THOMAS, WHITNEY | I | COOPER & VOGELHEIM LLP | E | Control |
| VOGELHEIM, THOMAS, WHITNEY | I | COOPER & VOGELHEIM LLP | E | Control |
| VOGELHEIM, THOMAS, WHITNEY | I | COOPER & VOGELHEIM LLP | E | Control |
| VOGELHEIM, THOMAS, WHITNEY | I | COOPER & VOGELHEIM LLP | E | Control |
| VOGELHEIM, THOMAS, WHITNEY | I | COOPER & VOGELHEIM LLP | E | Control |
| VOGELHEIM, THOMAS, WHITNEY | I | COOPER & VOGELHEIM LLP | E | Control |
| VOGELHEIM, THOMAS, WHITNEY | I | COOPER & VOGELHEIM LLP | E | Control |
| VOGELHEIM, THOMAS, WHITNEY | I | COOPER & VOGELHEIM LLP | E | Control |
| VOGELHEIM, THOMAS, WHITNEY | I | COOPER & VOGELHEIM LLP | E | Control |
Registrations
Federal
IA
Aug 25, 2025 REGISTERED
Notice Filings (11)
CA CO GA ID NH NM NV NY OR TX WA
Address
1101 FIFTH AVENUESUITE 305
SAN RAFAEL, CA 94901
United States
Phone: 415-352-1100