FF
FIDUCIARY FINANCIAL GROUP, LLC
SEC RegisteredSAN RAFAEL, CAhttps://ffgwealth.com415-352-1100
Assets Under Management
$1B–$5B
Employees
9
Office Locations
3 offices
Total Accounts
1520
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit Sharing
Services
investment_managementfinancial_planningestate_planningtax_planning
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 155 | $56M |
| High Net Worth Individuals | 237 | $954M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | — |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
5 total clients reported on Form ADV.
Leadership
Richard Lloyd Davey
MANAGING MEMBER
Thomas Whitney Vogelheim
MEMBER
Office locations
3 offices in 2 states
CA
SAN RAFAELHQ
ID
BOISE
CA
WALNUT CREEK
Advisors at this firm
5 advisors in the directory
Shayne Kayel Cooper
Investment Adviser Representative
Gavin Aldecoa Gamboa
Investment Adviser Representative
Jacqueline Halo Rowe
Investment Adviser Representative
Trevor Patrick Scotto
Investment Adviser Representative
Thomas Whitney Vogelheim
Investment Adviser Representative
Regulatory & compliance
CRD number
#285681
SEC Number
801-121655
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee
Data as of March 6, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
ffgwealth.comPhone
415-352-1100Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FIDUCIARY FINANCIAL GROUP, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.