Fiduciary Alliance LLC
● SEC registered since 2016CRD 284924SEC# 801-108283Greenville, SC
Reg. AUM
$2.53B
Employees
76
Accounts
9,155
Location
Greenville, SC
Fiduciary Alliance LLC assets under management
Fiduciary Alliance LLC is an SEC-registered investment adviser based in Greenville, SC. The firm has been registered since 2016. It reports $2.5 billion in regulatory assets under management and employs 76 people.
Fiduciary Alliance LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian James Boughner Control | Managing Member | Over 75% | 2016 |
| Gregory Miller Towner Control | Chief Investment Officer | Under 5% | 2016 |
| Susan S Harvell Control | Chief Compliance Officer | Under 5% | 2026 |
Frequently asked questions
How much does Fiduciary Alliance LLC manage?
Fiduciary Alliance LLC reports $2.5 billion in regulatory assets under management on its Form ADV.
How many employees does Fiduciary Alliance LLC have?
Fiduciary Alliance LLC reports 76 employees.
Where is Fiduciary Alliance LLC located?
Fiduciary Alliance LLC is based in Greenville, SC and has been SEC-registered since 2016.
Does Fiduciary Alliance LLC disclose fund performance?
Fiduciary Alliance LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 135 S Main St, Suite 600, Greenville, SC 29601 |
| Phone | 864-385-7999 |
| Office hours | 9a.m. - 4p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.53B▲ 31%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 19%
Larger than 81% of 16,271 advisers
EmployeesTop 9%
More than 91% of 16,825 advisers
Assets under management
$2.53Bregulatory AUM
Discretionary $2.48BNon-discretionary $45.4M