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- Custodian
- Charles Schwab & Company · Empower · Jackson National Life · Tiaa · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-08-2023
- Office Locations
- 3
Office Locations
About Fiduciary Benefits Group
Fiduciary Benefits Group is an SEC-registered RIA focused on designing and advising corporate retirement plans, including non-profits, foundations/endowments, and prevailing wage employers. The firm provides investment due diligence, fiduciary governance, plan fee inspections, workplace financial education, plan design, and custom managed portfolios, alongside private wealth planning and investment management.
Reported data analysis
What the numbers show
Between August 28, 2025 and March 15, 2026, reported AUM increased 26.4%, from $843.4M to $1.1B.
Across 4 reported observations, AUM increased 90.6% between September 7, 2023 and March 15, 2026, from $559.1M to $1.1B.
Of the latest reported AUM, 96.0% is discretionary and 4.0% is non-discretionary.
The firm reports 3 advisory representatives and 309 clients, or 103 clients per representative. That equates to $3.4M in reported AUM per client.
The profile lists 3 reported office locations and 3 years in operation. The source data was last updated on March 15, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
DAMIAN JACQUES DUFOUR
Chief Compliance Officer, FOUNDER
- CRD
- #5372514
- Ownership
- 75% or more
JACKSON KAYE MILLER
Advisor, DIRECTOR
- CRD
- #6003639
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Bradley Keith Johnston
Principal
- CRD
- #6906301
CHRISTOPHER RAYMOND LOW
--
- CRD
- #2477465
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,023,057,397 | $1,843,347 |
| Non-Discretionary | $42,764,134 | $1,583,857 |
| Total | $1,065,821,531 | $1,831,308 |
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Separately Managed Accounts
SMA allocation detail is available
Fiduciary Benefits Group has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.