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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

THE FIDUCIARY GROUP

THE FIDUCIARY GROUP, LLC, CRD 221530

SAVANNAH, GA

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:cad876bf-a640-ee5f-bb4a-7b311de354aa

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 35
Dated events: 8
On other graphs: 0
Observed: Apr 30, 2015 to Mar 31, 2026
34 observations

Across DFX

owners resolved from Schedule A/B to their own records, measured by hand

Private Equityowner

Cd&r Ferdinand Co-Investor, L.P.

owned by this fund per Schedule A/B (the fund is on its sponsor's Form ADV) · confidence 90% · family precision 100%

Private Equityowner

Clayton, Dubilier & Rice Fund Xii, L.P.

owned by this fund per Schedule A/B (the fund is on its sponsor's Form ADV) · confidence 90% · family precision 100%

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=0.72 fund_share=0.0 institutional_share=0.2 related_bd=true related_bank=true bd_reps=0.0 bank_owner=false
Regulatory AUM: $2.0BItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.9B
Private client RAUM: $1.4BderivedItem 5.D individuals plus high net worth individuals
Private client share: 72%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 13
RAUM per advisor: $151Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 18
Advisory employees: 11
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,726
Individual clients: 271
High net worth clients: 350
Custody, client assets: $242M
SEC number: 801-96251
CRD: 221530
Filings on the tape: 34
First filed: Apr 30, 2015
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, DE
Website: tfginvest.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
MALCOLM LEE BUTLER	n/a	SAVANNAH, GA	11	30	1	no
JOEL PHILIP GOODMAN	Chartered Financial Analyst	SAVANNAH, GA	11	23	1	no
SCOTT BRIAN MCGHIE	Chartered Financial Analyst	SAVANNAH, GA	11	19	1	no
Jared Alan Hammers	Chartered Financial Analyst	SAVANNAH, GA	9	15	n/a	no
Bess Butler Brunson	n/a	SAVANNAH, GA	7	11	n/a	no
MICHAEL RODMAN MCLEOD	Certified Financial Planner	SAVANNAH, GA	7	19	2	no
KYLE DONALD POWERS	Certified Financial Planner	SAVANNAH, GA	6	17	3	no
JUSTIN MICHAEL KOHLER	Certified Financial Planner	SAVANNAH, GA	5	13	2	no
HAYDEN LLOYD BLOW	Chartered Financial Analyst	SAVANNAH, GA	4	12	1	no
KIMBERLY RAGAN BEITER	n/a	SAVANNAH, GA	4	15	1	no
Colin Alexander Duvall	n/a	SAVANNAH, GA	2	11	n/a	no
Kaitlyn Jane Murphy	n/a	SAVANNAH, GA	0	10	n/a	no
SHAY ELIZABETH FITZGERALD	n/a	SAVANNAH, GA	0	11	n/a	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
BUTLER, MALCOLM, LEE	PRESIDENT AND CEO	Na	yes	04/2015	Mar 31, 2026	Mar 31, 2026
FOCUS OPERATING, LLC	MEMBER (MANAGER)	E	yes	04/2015	Mar 31, 2026	Mar 31, 2026
GOODMAN, JOEL, PHILIP	CHIEF INVESTMENT OFFICER	Na	yes	04/2015	Mar 31, 2026	Mar 31, 2026
MCGHIE, SCOTT, BRIAN	DIRECTOR OF RESEARCH AND PORTFOLIO MANAGEMENT OFFICER	Na	yes	04/2015	Mar 31, 2026	Mar 31, 2026
CADDICK, SHANON R	CHIEF COMPLIANCE OFFICER	Na	yes	01/2019	Mar 24, 2022	Aug 27, 2024
CD&R FERDINAND CO-INVESTOR, L.P.	Partner	C	yes	08/2023	Sep 22, 2023	Aug 27, 2024
CD&R FERDINAND HOLDINGS, L.P.	Partner	D	yes	08/2023	Sep 22, 2023	Aug 27, 2024
CLAYTON, DUBILIER & RICE FUND XII, L.P.	Partner	D	yes	08/2023	Sep 22, 2023	Aug 27, 2024
FERDINAND FFP ACQUISITION, LLC	SHAREHOLDER, CLASS A COMMON STOCK	E	yes	08/2023	Sep 22, 2023	Aug 27, 2024
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	Member	E	yes	08/2023	Sep 22, 2023	Aug 27, 2024
FERDINAND FFP PARENT, INC.	Member	E	yes	08/2023	Sep 22, 2023	Aug 27, 2024
FERDINAND FFP ULTIMATE HOLDINGS, LP	SHAREHOLDER, CLASS B COMMON STOCK	E	yes	08/2023	Sep 22, 2023	Aug 27, 2024
FERDINAND FFP ULTIMATE HOLDINGS, LP	Shareholder	E	yes	08/2023	Sep 22, 2023	Aug 27, 2024
FOCUS FINANCIAL PARTNERS INC.	Member	E	yes	07/2018	Aug 23, 2018	Aug 27, 2024
FOCUS FINANCIAL PARTNERS, LLC	Member	E	yes	01/2007	Apr 30, 2015	Aug 27, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
SCS CAPITAL MANAGEMENT LLC	n/a	Independent wealth	$49B	N	yes	n/a
SENTINEL PENSION ADVISORS INC	n/a	Institutional manager	$12B	N	yes	n/a
FOCUS RISK SOLUTIONS, LLC	n/a	n/a	n/a	N	yes	n/a

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 31, 2026	$2.0B	$1.9B	18	11	0	n/a	n/a
2024	Apr 1, 2025	$1.7B	$1.7B	16	11	0	n/a	n/a
2023	Mar 28, 2024	$1.6B	$1.6B	16	11	0	n/a	n/a
2022	Mar 28, 2023	$1.3B	$1.3B	16	11	0	n/a	n/a
2021	Mar 24, 2022	$1.6B	$1.6B	15	10	0	n/a	n/a
2020	Mar 29, 2021	$1.3B	$1.3B	14	8	0	n/a	n/a
2019	Mar 30, 2020	$1.2B	$1.1B	14	9	0	n/a	n/a
2018	Mar 29, 2019	$898M	$883M	13	8	0	n/a	n/a
2017	Mar 27, 2018	$870M	$856M	13	7	0	n/a	n/a
2016	Mar 23, 2017	$756M	$733M	11	7	n/a	n/a	n/a
2015	Mar 30, 2016	$672M	$642M	10	5	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	$2.0B	$1.7B	14.0%	$1.3B	13.9%	18	16	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WELLS FARGO ADVISORS	2	Sep 9, 2021	Feb 14, 2022	SAVANNAH, GA	Team lift out	Wirehouse to RIA	0.0%
THE FIDUCIARY GROUP	3	May 18, 2015	Aug 6, 2015	SAVANNAH, GA	Firm absorbed	Other	100.0%

Relationships

Affiliated with (3)

← SCS CAPITAL MANAGEMENT LLCRegistered adviserother investment adviser, common control
factForm ADV
→ SENTINEL PENSION ADVISORS, LLC.Registered adviserother investment adviser, LP sponsor, common control
factForm ADV
→ SCS CAPITAL MANAGEMENT LLCRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV

Registered with (15)

← Kaitlyn Jane MurphyAdvisorregistration: current employment
Mar 18, 2026 to presentfactForm ADV
← SHAY ELIZABETH FITZGERALDAdvisorregistration: current employment
Mar 18, 2026 to presentfactForm ADV
← Colin Alexander DuvallAdvisorregistration: current employment
Nov 20, 2023 to presentfactForm ADV
← KIMBERLY RAGAN BEITERAdvisorregistration: current employment
Feb 14, 2022 to presentfactForm ADV
← HAYDEN LLOYD BLOWAdvisorregistration: current employment
Oct 13, 2021 to presentfactForm ADV
← JUSTIN MICHAEL KOHLERAdvisorregistration: current employment
Jun 24, 2021 to presentfactForm ADV
← KYLE DONALD POWERSAdvisorregistration: current employment
Nov 25, 2019 to presentfactForm ADV
← MICHAEL RODMAN MCLEODAdvisorregistration: current employment
Aug 28, 2019 to presentfactForm ADV
← Bess Butler BrunsonAdvisorregistration: current employment
Nov 16, 2018 to presentfactForm ADV
← Jared Alan HammersAdvisorregistration: current employment
Aug 15, 2017 to presentfactForm ADV
← JOEL PHILIP GOODMANAdvisorregistration: current employment
Aug 6, 2015 to presentfactForm ADV
← SCOTT BRIAN MCGHIEAdvisorregistration: current employment
Aug 6, 2015 to presentfactForm ADV
← MALCOLM LEE BUTLERAdvisorregistration: current employment
Jul 8, 2015 to presentfactForm ADV
← Teresah Danielle WoolridgeAdvisorregistration: previous registration
Oct 28, 2022 to Feb 22, 2023factForm ADV
← ERNESTO MONTESAdvisorregistration: previous registration
Nov 1, 2016 to Aug 5, 2019factForm ADV

Controls (13)

← BUTLER, MALCOLM, LEEOwnerPRESIDENT AND CEO, ownership code NA, individual
Apr 30, 2015 to Aug 27, 2024factForm ADV
← GOODMAN, JOEL, PHILIPOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Apr 30, 2015 to Aug 27, 2024factForm ADV
← MCGHIE, SCOTT, BRIANOwnerDIRECTOR OF RESEARCH AND PORTFOLIO MANAGEMENT, ownership code NA, individual
Apr 30, 2015 to Aug 27, 2024factForm ADV
← CADDICK, SHANON ROwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 24, 2022 to Aug 27, 2024factForm ADV
← CD&R FERDINAND CO-INVESTOR, L.P.OwnerPARTNER, ownership code C, foreign entity
Sep 22, 2023 to Aug 27, 2024factForm ADV
← CD&R FERDINAND HOLDINGS, L.P.OwnerPARTNER, ownership code D, domestic entity
Sep 22, 2023 to Aug 27, 2024factForm ADV
← CLAYTON, DUBILIER & RICE FUND XII, L.P.OwnerPARTNER, ownership code D, foreign entity
Sep 22, 2023 to Aug 27, 2024factForm ADV
← FERDINAND FFP ACQUISITION, LLCOwnerSHAREHOLDER, CLASS A COMMON STOCK, ownership code E, domestic entity
Sep 22, 2023 to Aug 27, 2024factForm ADV
← FERDINAND FFP INTERMEDIATE HOLDINGS, LLCOwnerMEMBER, ownership code E, domestic entity
Sep 22, 2023 to Aug 27, 2024factForm ADV
← FERDINAND FFP PARENT, INC.OwnerMEMBER, ownership code E, domestic entity
Sep 22, 2023 to Aug 27, 2024factForm ADV
← FERDINAND FFP ULTIMATE HOLDINGS, LPOwnerSHAREHOLDER, ownership code E, domestic entity
Sep 22, 2023 to Aug 27, 2024factForm ADV
← FOCUS FINANCIAL PARTNERS INC.OwnerMEMBER, ownership code E, domestic entity
Aug 23, 2018 to Aug 27, 2024factForm ADV
← FOCUS OPERATING, LLCOwnerMEMBER (MANAGER), ownership code E, domestic entity
Apr 30, 2015 to Aug 27, 2024factForm ADV

Moved with (2)

← WELLS FARGO ADVISORSRegistered adviser2 advisors, team lift out
Sep 9, 2021 to Feb 14, 2022factForm ADV
← THE FIDUCIARY GROUPRegistered adviser3 advisors, firm absorbed, same day
May 18, 2015 to Aug 6, 2015factForm ADV

Dated events

Occurred
Feb 22, 2023
Advisor changed firm
Teresah Danielle Woolridge left The Fiduciary Group for Stifel, Nicolaus & Company, Incorporated (registered 2024-02-15)
Form ADVobserved 4 days ago
Occurred
Mar 24, 2022
Control person left
Shanon R Royal (Chief Compliance Officer) no longer on Schedule A of The Fiduciary Group (listed 2021-04-22, absent 2022-03-24)
Form ADVobserved 4 days ago
Occurred
Mar 24, 2022
Control person joined
Shanon R Caddick (Chief Compliance Officer) appeared on Schedule A of The Fiduciary Group
Form ADVobserved 4 days ago
Occurred
Mar 30, 2020
Regulatory AUM changed
The Fiduciary Group reported RAUM $1.2B, up 28% from $898.2M (2019-03-29 to 2020-03-30)
Form ADVobserved 4 days ago
$252M
Occurred
Mar 29, 2019
Control person joined
Shanon R Royal (Chief Compliance Officer) appeared on Schedule A of The Fiduciary Group
Form ADVobserved 4 days ago
Occurred
Mar 29, 2019
Control person left
Langley Julia Butler (Chief Compliance Officer) no longer on Schedule A of The Fiduciary Group (listed 2018-08-31, absent 2019-03-29)
Form ADVobserved 4 days ago
Occurred
Apr 30, 2015
Succession filed (Item 4)
The Fiduciary Group, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 4 days ago
Occurred
Apr 30, 2015
First Form ADV filing
The Fiduciary Group, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cad876bf-a640-ee5f-bb4a-7b311de354aa
First observed: Apr 30, 2015
Last observed: Mar 31, 2026 5 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.

THE FIDUCIARY GROUP

THE FIDUCIARY GROUP, LLC, CRD 221530

SAVANNAH, GA

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:cad876bf-a640-ee5f-bb4a-7b311de354aa

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:08 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MALCOLM LEE BUTLER

n/a

SAVANNAH, GA

JOEL PHILIP GOODMAN

Chartered Financial Analyst

SAVANNAH, GA

SCOTT BRIAN MCGHIE

Chartered Financial Analyst

SAVANNAH, GA

Jared Alan Hammers

Chartered Financial Analyst

SAVANNAH, GA

n/a

Bess Butler Brunson

n/a

SAVANNAH, GA

n/a

MICHAEL RODMAN MCLEOD

Certified Financial Planner

SAVANNAH, GA

KYLE DONALD POWERS

Certified Financial Planner

SAVANNAH, GA

JUSTIN MICHAEL KOHLER

Certified Financial Planner

SAVANNAH, GA

HAYDEN LLOYD BLOW

Chartered Financial Analyst

SAVANNAH, GA

KIMBERLY RAGAN BEITER

n/a

SAVANNAH, GA

Colin Alexander Duvall

n/a

SAVANNAH, GA

n/a

Kaitlyn Jane Murphy

n/a

SAVANNAH, GA

n/a

SHAY ELIZABETH FITZGERALD

n/a

SAVANNAH, GA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BUTLER, MALCOLM, LEE

PRESIDENT AND CEO

yes

04/2015

Mar 31, 2026

FOCUS OPERATING, LLC

MEMBER (MANAGER)

yes

04/2015

Mar 31, 2026

GOODMAN, JOEL, PHILIP

CHIEF INVESTMENT OFFICER

yes

04/2015

Mar 31, 2026

MCGHIE, SCOTT, BRIAN

DIRECTOR OF RESEARCH AND PORTFOLIO MANAGEMENT OFFICER

yes

04/2015

Mar 31, 2026

CADDICK, SHANON R

CHIEF COMPLIANCE OFFICER

yes

01/2019

Mar 24, 2022

Aug 27, 2024

CD&R FERDINAND CO-INVESTOR, L.P.

Partner

yes

08/2023

Sep 22, 2023

Aug 27, 2024

CD&R FERDINAND HOLDINGS, L.P.

Partner

yes

08/2023

Sep 22, 2023

Aug 27, 2024

CLAYTON, DUBILIER & RICE FUND XII, L.P.

Partner

yes

08/2023

Sep 22, 2023

Aug 27, 2024

FERDINAND FFP ACQUISITION, LLC

SHAREHOLDER, CLASS A COMMON STOCK

yes

08/2023

Sep 22, 2023

Aug 27, 2024

FERDINAND FFP INTERMEDIATE HOLDINGS, LLC

Member

yes

08/2023

Sep 22, 2023

Aug 27, 2024

FERDINAND FFP PARENT, INC.

Member

yes

08/2023

Sep 22, 2023

Aug 27, 2024

FERDINAND FFP ULTIMATE HOLDINGS, LP

SHAREHOLDER, CLASS B COMMON STOCK

yes

08/2023

Sep 22, 2023

Aug 27, 2024

FERDINAND FFP ULTIMATE HOLDINGS, LP

Shareholder

yes

08/2023

Sep 22, 2023

Aug 27, 2024

FOCUS FINANCIAL PARTNERS INC.

Member

yes

07/2018

Aug 23, 2018

Aug 27, 2024

FOCUS FINANCIAL PARTNERS, LLC

Member

yes

01/2007

Apr 30, 2015

Aug 27, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

SCS CAPITAL MANAGEMENT LLC

n/a

Independent wealth

$49B

yes

n/a

SENTINEL PENSION ADVISORS INC

n/a

Institutional manager

$12B

yes

n/a

FOCUS RISK SOLUTIONS, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$2.0B

$1.9B

n/a

2024

Apr 1, 2025

$1.7B

n/a

2023

Mar 28, 2024

$1.6B

n/a

2022

Mar 28, 2023

$1.3B

n/a

2021

Mar 24, 2022

$1.6B

n/a

2020

Mar 29, 2021

$1.3B

n/a

2019

Mar 30, 2020

$1.2B

$1.1B

n/a

2018

Mar 29, 2019

$898M

$883M

n/a

2017

Mar 27, 2018

$870M

$856M

n/a

2016

Mar 23, 2017

$756M

$733M

n/a

2015

Mar 30, 2016

$672M

$642M

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

$2.0B

$1.7B

14.0%

$1.3B

13.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WELLS FARGO ADVISORS

Sep 9, 2021

Feb 14, 2022

SAVANNAH, GA

Team lift out

Wirehouse to RIA

0.0%

THE FIDUCIARY GROUP

May 18, 2015

Aug 6, 2015

SAVANNAH, GA

Firm absorbed

Other

100.0%