Benefit Fiduciary Group LLC
● SEC registered since 2018CRD 291252SEC# 801-113176Richmond, VA
Reg. AUM
$529.4M
Employees
2
Accounts
47
Location
Richmond, VA
Benefit Fiduciary Group LLC assets under management
Benefit Fiduciary Group LLC is an SEC-registered investment adviser based in Richmond, VA. The firm has been registered since 2018. It reports $529.4 million in regulatory assets under management and employs 2 people.
Benefit Fiduciary Group LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| George Richard Brickley Control | Managing Member, Chief Compliance Officer, And Chief Executive Officer | Over 75% | 1998 |
Frequently asked questions
How much does Benefit Fiduciary Group LLC manage?
Benefit Fiduciary Group LLC reports $529.4 million in regulatory assets under management on its Form ADV.
How many employees does Benefit Fiduciary Group LLC have?
Benefit Fiduciary Group LLC reports 2 employees.
Where is Benefit Fiduciary Group LLC located?
Benefit Fiduciary Group LLC is based in Richmond, VA and has been SEC-registered since 2018.
Does Benefit Fiduciary Group LLC disclose fund performance?
Benefit Fiduciary Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6802 Paragon Place, Suite 126, Richmond, VA 23230 |
| Phone | 804-457-2309 |
| Fax | 800-385-2303 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$529.4M▲ 13%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$529.4Mregulatory AUM
Discretionary $204.8MNon-discretionary $324.6M