Fiduciary Benefits Group
● SEC registered since 2023CRD 326204SEC# 801-127947
Reg. AUM
$1.07B
Employees
3
Accounts
582
Location
—
About Fiduciary Benefits Group
Fiduciary Benefits Group designs and supports corporate retirement plans and also offers private wealth planning. It covers fiduciary governance, investment due diligence, plan design, fee reviews, workplace education, and personal financial, tax, and estate guidance.
Summary based on the firm’s website.
Fiduciary Benefits Group assets under management
Fiduciary Benefits Group is an SEC-registered investment adviser. The firm has been registered since 2023. It reports $1.1 billion in regulatory assets under management and employs 3 people.
Fiduciary Benefits Group owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Damian Jacques Dufour Control | Founder And Chief Compliance Officer | Over 75% | 2023 |
| Jackson Kaye Miller | Director | Under 5% | 2023 |
Frequently asked questions
How much does Fiduciary Benefits Group manage?
Fiduciary Benefits Group reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Fiduciary Benefits Group have?
Fiduciary Benefits Group reports 3 employees.
Does Fiduciary Benefits Group disclose fund performance?
Fiduciary Benefits Group is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 844-967-8491 |
| Office hours | By Appointment Only |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.07B▲ 26%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 32%
Larger than 68% of 16,389 advisers
EmployeesTop 77%
More than 23% of 16,799 advisers
Assets under management
$1.07Bregulatory AUM
Discretionary $1.02BNon-discretionary $42.8M