This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$1.1BItem 5.F on the latest filing (2026-08-26); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$1.1B

Private client RAUM

$1.1BderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

9

RAUM per advisor

$125Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

9

Advisory employees

9

Offices

4Schedule D 1.F, beyond the principal office

Accounts

1,607

Individual clients

161

High net worth clients

251

SEC number

801-121655

CRD

285681

Filings on the tape

27

First filed

Jun 1, 2021

Latest filed

Aug 26, 2026

Organised

Limited Liability Company, CA

• Occurred

  Dec 17, 2024
  Regulatory AUM changed

  Fiduciary Financial Group, Llc reported RAUM $692.9M, up 27% from $544.6M (2024-07-25 to 2024-12-17)

  Form ADVobserved 4 days ago
  $148M
• Occurred

  Jun 1, 2021
  First Form ADV filing

  Fiduciary Financial Group filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:60a5fdb5-a1d6-a809-b25c-b495bb69fa24

First observed

Jun 1, 2021

Last observed

Aug 26, 2026 24 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.