Fiduciaryvest, LLC
SEC RegisteredAdvice, for the voyage ahead.
About the firm
FiduciaryVest is a 100% employee-owned, fee-based institutional investment advisor focused solely on serving the best interests of its clients. In 2005, the firm's founders created an organization designed to offer institutional investors independent fiduciary support and unbiased investment solutions, providing proactive, objective investment consulting and advice.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Independent fiduciary and investment advisory services, institutional investment consulting, asset allocation guidance, and tailored investment solutions for institutional clients.
Who they serve
Institutional investors, including non-profits, pensions, defined benefit plans, defined contribution plans, hospitals, and endowments.
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 16 | $143M |
| Charitable Organizations | 5 | $1.7B |
| State/Municipal Entities | 12 | — |
Leadership
Office locations
Regulatory & compliance
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Fiduciaryvest, 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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