BENEFIT FIDUCIARY GROUP LLC
CRD #291252 SEC #801-113176 RICHMOND, VA 804-457-2309
SEC Registered
Total AUM
$466.6M
Discretionary
$161M
Employees
2
Clients
--
Accounts
39
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $466.6M | $161M | $305.6M | 2 | 0 |
| Jan 2024 | $467.2M | $120.2M | $347M | 2 | 0 |
| Jan 2023 | $379.8M | $61M | $318.9M | 2 | 0 |
| Dec 2022 | $390.1M | $72M | $318.2M | 2 | 0 |
| Jan 2022 | $390.1M | $72M | $318.2M | 2 | 0 |
| Nov 2021 | $348.7M | $49.5M | $299.2M | 1 | 0 |
| Feb 2021 | $348.7M | $49.5M | $299.2M | 1 | 0 |
| Feb 2021 | $313.3M | $39.8M | $273.5M | 3 | 0 |
| Mar 2020 | $313.3M | $39.8M | $273.5M | 3 | 0 |
| Mar 2019 | $500M | $100M | $400M | 3 | 0 |
| Apr 2018 | $500M | $100M | $400M | 3 | 0 |
| Apr 2018 | $500M | $100M | $400M | 3 | 0 |
DateJan 2025
Total AUM$466.6M
Discretionary$161M
Non-Disc.$305.6M
Employees2
Clients0
DateJan 2024
Total AUM$467.2M
Discretionary$120.2M
Non-Disc.$347M
Employees2
Clients0
DateJan 2023
Total AUM$379.8M
Discretionary$61M
Non-Disc.$318.9M
Employees2
Clients0
DateDec 2022
Total AUM$390.1M
Discretionary$72M
Non-Disc.$318.2M
Employees2
Clients0
DateJan 2022
Total AUM$390.1M
Discretionary$72M
Non-Disc.$318.2M
Employees2
Clients0
DateNov 2021
Total AUM$348.7M
Discretionary$49.5M
Non-Disc.$299.2M
Employees1
Clients0
DateFeb 2021
Total AUM$348.7M
Discretionary$49.5M
Non-Disc.$299.2M
Employees1
Clients0
DateFeb 2021
Total AUM$313.3M
Discretionary$39.8M
Non-Disc.$273.5M
Employees3
Clients0
DateMar 2020
Total AUM$313.3M
Discretionary$39.8M
Non-Disc.$273.5M
Employees3
Clients0
DateMar 2019
Total AUM$500M
Discretionary$100M
Non-Disc.$400M
Employees3
Clients0
DateApr 2018
Total AUM$500M
Discretionary$100M
Non-Disc.$400M
Employees3
Clients0
DateApr 2018
Total AUM$500M
Discretionary$100M
Non-Disc.$400M
Employees3
Clients0