The Fiduciary Group, LLC
● SEC registered since 2015CRD 221530SEC# 801-96251Savannah, GA
Reg. AUM
$1.97B
Employees
18
Accounts
1,726
Location
Savannah, GA
The Fiduciary Group, LLC assets under management
The Fiduciary Group, LLC operates as an SEC-registered investment adviser based in Savannah, GA. The firm has been registered since 2015. It reports $2 billion in regulatory assets under management and employs 18 people.
The Fiduciary Group, LLC owners & executives
15 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Focus Operating, LLC Control | Member (manager) | Over 75% | 2015 |
| Joel Philip Goodman Control | Chief Investment Officer | Under 5% | 2015 |
| Malcolm Lee Butler Control | President And Ceo | Under 5% | 2015 |
See all 15 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does The Fiduciary Group, LLC manage?
The Fiduciary Group, LLC reports $2 billion in regulatory assets under management on its Form ADV.
How many employees does The Fiduciary Group, LLC have?
The Fiduciary Group, LLC reports 18 employees.
Where is The Fiduciary Group, LLC located?
The Fiduciary Group, LLC is based in Savannah, GA and has been SEC-registered since 2015.
Does The Fiduciary Group, LLC disclose fund performance?
The Fiduciary Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 310 Commercial Drive, Savannah, GA 31406-3682 |
| Phone | 912-303-9000 |
| Fax | 912-303-9001 |
| Office hours | 8:30 a.m. - 5 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.97B▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 23%
Larger than 77% of 16,271 advisers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$1.97Bregulatory AUM
Discretionary $1.94BNon-discretionary $26.3M