Fiduciary Services LLC
CRD 314777SEC# 801-122940Pocatello, ID
No longer SEC-registered. Fiduciary Services LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$1.26B
Employees
7
Accounts
50
Location
Pocatello, ID
Fiduciary Services LLC assets under management
Fiduciary Services LLC is an investment advisory firm registered with the SEC based in Pocatello, ID. It reports $1.3 billion in regulatory assets under management and employs 7 people.
Fiduciary Services LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brett David Robison Control | Member | 25-50% | 2021 |
| Gene Clay Esplin Control | Member | 25-50% | 2021 |
| Joel Daniel Phillips Control | Chief Compliance Officer | 25-50% | 2021 |
Frequently asked questions
How much does Fiduciary Services LLC manage?
Fiduciary Services LLC reports $1.3 billion in regulatory assets under management on its Form ADV.
How many employees does Fiduciary Services LLC have?
Fiduciary Services LLC reports 7 employees.
Where is Fiduciary Services LLC located?
Fiduciary Services LLC is based in Pocatello, ID.
Does Fiduciary Services LLC disclose fund performance?
Fiduciary Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 275 S 5th Ave, Suite 151, Pocatello, ID 83201 |
| Office hours | 8 a.m. To 5 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$1.26BNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 29%
Larger than 71% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$1.26Bregulatory AUM
Discretionary $1.26B