Fiduciary Counselors Inc.
● SEC registered since 1999CRD 111827SEC# 801-57010Washington, DC
Reg. AUM
$20.35B
Employees
8
Accounts
13
Location
Washington, DC
Fiduciary Counselors Inc. assets under management
Fiduciary Counselors Inc. is a registered investment adviser overseen by the SEC based in Washington, DC. The firm has been registered since 1999. It reports $20.3 billion in regulatory assets under management and employs 8 people.
Fiduciary Counselors Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Stephen Caflisch Control | Director, Senior Vice President & General Counsel | 50-75% | 2005 |
| Kathryn A Ricard | Chief Compliance Officer | Under 5% | 2017 |
| Thomas E O'Connor Control | Director, President & Ceo | 50-75% | 2018 |
Frequently asked questions
How much does Fiduciary Counselors Inc. manage?
Fiduciary Counselors Inc. reports $20.3 billion in regulatory assets under management on its Form ADV.
How many employees does Fiduciary Counselors Inc. have?
Fiduciary Counselors Inc. reports 8 employees.
Where is Fiduciary Counselors Inc. located?
Fiduciary Counselors Inc. is based in Washington, DC and has been SEC-registered since 1999.
Does Fiduciary Counselors Inc. disclose fund performance?
Fiduciary Counselors Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 700 12th Street NW, Suite 700, Washington, DC 20005-4052 |
| Phone | 202-558-5130 |
| Fax | 202-558-5140 |
| Office hours | 9 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1190858 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$20.35B▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 5%
Larger than 95% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$20.35Bregulatory AUM
Discretionary $19.78BNon-discretionary $569.7M