Fiduciaryvest, LLC
● SEC registered since 2005CRD 134351SEC# 801-63958Atlanta, GA
Reg. AUM
$4.93B
Employees
10
Accounts
61
Location
Atlanta, GA
Fiduciaryvest, LLC assets under management
Fiduciaryvest, LLC is a registered investment adviser overseen by the SEC based in Atlanta, GA. The firm has been registered since 2005. It reports $4.9 billion in regulatory assets under management and employs 10 people.
Fiduciaryvest, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jason Philip Small Control | Managing Principal, Senior Consultant | Over 75% | 2012 |
| Mark Andrew Kallis Control | Chief Compliance Officer, Senior Consultant | Under 5% | 2019 |
Frequently asked questions
How much does Fiduciaryvest, LLC manage?
Fiduciaryvest, LLC reports $4.9 billion in regulatory assets under management on its Form ADV.
How many employees does Fiduciaryvest, LLC have?
Fiduciaryvest, LLC reports 10 employees.
Where is Fiduciaryvest, LLC located?
Fiduciaryvest, LLC is based in Atlanta, GA and has been SEC-registered since 2005.
Does Fiduciaryvest, LLC disclose fund performance?
Fiduciaryvest, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5600 Roswell Road, Building C, Atlanta, GA 30342 |
| Phone | 404-446-1270 |
| Fax | 404-446-1271 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$4.93B▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 13%
Larger than 87% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$4.93Bregulatory AUM
Discretionary $350.3MNon-discretionary $4.58B