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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM under $100M

FIDUCIARY MANAGEMENT GROUP, LLC

CRD 136612

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:877d97fb-3a44-6b96-7c50-2acf67e42618

Data as of Mar 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 1
Observed: Feb 7, 2013 to Mar 4, 2026
22 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Family Officesidentity

Fiduciary Management Group, LLC

Family office · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: $70.7MItem 5.F on the latest filing (2026-03-04); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $70.7M
Private client RAUM: $70.7MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $70.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 1
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 123
Individual clients: 37
High net worth clients: 15
SEC number: 801-77646
CRD: 136612
Filings on the tape: 22
First filed: Feb 7, 2013
Latest filed: Mar 4, 2026
Organised: Limited Liability Company, NY
Website: fmgwealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
IVAN TYRONE THORNTON	n/a	NEW YORK, NY	5	40	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
PROKO, ELENI	CHIEF COMPLIANCE OFFICER	Na	yes	01/2009	Feb 7, 2013	Mar 11, 2024
THORNTON, IVAN, TYRONE	MANAGING MEMBER	E	yes	05/2005	Feb 7, 2013	Mar 11, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 4, 2026	$70.7M	$70.7M	2	1	2	n/a	n/a
2024	Mar 5, 2025	$64.2M	$64.2M	2	1	2	n/a	n/a
2023	Mar 11, 2024	$49.4M	$49.4M	2	1	2	n/a	n/a
2022	Mar 1, 2023	$37.9M	$37.9M	2	1	2	n/a	n/a
2021	Feb 25, 2022	$50.4M	$50.4M	2	1	2	n/a	n/a
2020	Mar 8, 2021	$50.4M	$50.4M	2	1	0	n/a	n/a
2019	Mar 25, 2020	$43.8M	$43.8M	4	1	0	n/a	n/a
2018	Mar 11, 2019	$39.4M	$39.4M	4	1	0	n/a	n/a
2017	Mar 21, 2018	$41.9M	$41.9M	2	1	0	n/a	n/a
2016	Mar 27, 2017	$36.6M	$36.6M	2	1	n/a	n/a	n/a
2015	Feb 26, 2016	$34.2M	$34.2M	2	1	n/a	n/a	n/a
2014	Mar 17, 2015	$40.0M	$0	2	1	n/a	n/a	n/a
2013	Feb 5, 2014	$35.0M	$0	2	1	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$70.7M	$64.2M	10.2%	$37.9M	23.1%	2	2	2	2

Relationships

Registered with (1)

← IVAN TYRONE THORNTONAdvisorregistration: current employment
Aug 19, 2021 to presentfactForm ADV

Controls (2)

← THORNTON, IVAN, TYRONEOwnerMANAGING MEMBER, ownership code E, individual
Feb 7, 2013 to Mar 11, 2024factForm ADV
← PROKO, ELENIOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Feb 7, 2013 to Mar 11, 2024factForm ADV

Dated events

Occurred
Feb 7, 2013
First Form ADV filing
Fiduciary Management Group, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:877d97fb-3a44-6b96-7c50-2acf67e42618
First observed: Feb 7, 2013
Last observed: Mar 4, 2026 6 months 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.

FIDUCIARY MANAGEMENT GROUP, LLC

CRD 136612

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:877d97fb-3a44-6b96-7c50-2acf67e42618

Data as of Mar 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:56 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

IVAN TYRONE THORNTON

n/a

NEW YORK, NY

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

PROKO, ELENI

CHIEF COMPLIANCE OFFICER

yes

01/2009

Feb 7, 2013

Mar 11, 2024

THORNTON, IVAN, TYRONE

MANAGING MEMBER

yes

05/2005

Feb 7, 2013

Mar 11, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 4, 2026

$70.7M

n/a

2024

Mar 5, 2025

$64.2M

n/a

2023

Mar 11, 2024

$49.4M

n/a

2022

Mar 1, 2023

$37.9M

n/a

2021

Feb 25, 2022

$50.4M

n/a

2020

Mar 8, 2021

$50.4M

n/a

2019

Mar 25, 2020

$43.8M

n/a

2018

Mar 11, 2019

$39.4M

n/a

2017

Mar 21, 2018

$41.9M

n/a

2016

Mar 27, 2017

$36.6M

n/a

2015

Feb 26, 2016

$34.2M

n/a

2014

Mar 17, 2015

$40.0M

n/a

2013

Feb 5, 2014

$35.0M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$70.7M

$64.2M

10.2%

$37.9M

23.1%