Fiduciary Benefits Group
● SEC registered since 2023CRD 326204SEC# 801-127947
Reg. AUM
$1.07B
Employees
3
Accounts
582
Location
—
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, monthlyJun '26
How this firm compares
Regulatory AUMTop 32%
Larger than 68% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$1.07Bregulatory AUM
Discretionary $1.02BNon-discretionary $42.8M