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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-22-2016
- Office Locations
- 2
Office Locations
About Fiduciary Capital, Inc.
RichLife Advisors (Fiduciary Capital, Inc.) is a retail RIA serving retirees, business owners, and entrepreneurs with financial planning and portfolio management, including tax, estate, insurance, and business-succession planning. Portfolios emphasize ETFs alongside cash and investment-grade corporate bonds, with mutual funds/annuities used as needed for risk management and asset allocation. The firm’s Beau Henderson is regularly featured in outlets like CNBC/WSJ/Forbes and hosts the RichLife Retirement Show.
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Owner & Executives
JAMES DUNN HENDERSON JR
Financial Advisor, General Partner, President
- CRD
- #4526982
- Ownership
- 75% or more
KYLE MICHAEL KOCH
Chief Compliance Officer
- CRD
- #1865093
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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WILLIAM ELIJAH SOUTH
Advisor
- CRD
- #7703698
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $67,774,594 | -- |
| Non-Discretionary | $0 | -- |
| Total | $67,774,594 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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