Fiduciary Management, Inc.
● SEC registered since 1980CRD 109149SEC# 801-15164Milwaukee, WI
Reg. AUM
$11.36B
Employees
25
Accounts
577
Location
Milwaukee, WI
Fiduciary Management, Inc. assets under management
Fiduciary Management, Inc. is an investment advisory firm registered with the SEC based in Milwaukee, WI. The firm has been registered since 1980. It reports $11.4 billion in regulatory assets under management and employs 25 people.
Fiduciary Management, Inc. owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bladen Jeffrey Burns | Executive Vice President | 5-10% | 2022 |
| Jessica Porter Taske | Vice President | Under 5% | 2011 |
| John Scott Brandser Control | President, Chief Executive Officer | 10-25% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Fiduciary Management, Inc. manage?
Fiduciary Management, Inc. reports $11.4 billion in regulatory assets under management on its Form ADV.
How many employees does Fiduciary Management, Inc. have?
Fiduciary Management, Inc. reports 25 employees.
Where is Fiduciary Management, Inc. located?
Fiduciary Management, Inc. is based in Milwaukee, WI and has been SEC-registered since 1980.
Does Fiduciary Management, Inc. disclose fund performance?
Fiduciary Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 790 N. Water Street, Suite 2100, Milwaukee, WI 53202 |
| Phone | 414-226-4545 |
| Fax | 414-226-4522 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 764532 |
| Discloses disciplinary history | No |
Regulatory AUM
$11.36B▼ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 8%
Larger than 92% of 16,271 advisers
EmployeesTop 20%
More than 80% of 16,825 advisers
Assets under management
$11.36Bregulatory AUM
Discretionary $11.36B