$52.5M Total AUM
$5.8M Disc. AUM
-- 3Y CAGR
12 Employees
80 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- DeltaZenith capital +more
- Established Date
- 03-12-2026
- Office Locations
- 6
Office Locations
-- -- --
-- Englewood CO
-- Mcminnville OR
About Fiduciary Capital Management LLC
Fiduciary Capital Management LLC is a Cheyenne-based RIA with 6 offices. The firm has been operating for 0 years. Managing $52.5M in total assets under management, with 6 advisory representatives. Services offered include Asset Management, Business Succession, Charitable Giving.
Team overview
-- AVG AGE
$8.7M AVG AUM / ADVISOR
$655.6K AVG AUM / CLIENT
0.1 yrs AVG TENURE
12 Employees
6 Advisory Reps
0 RIA Reps
0yrs Firm Age
Insights
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Accredited Investors
Radial
Asset Classes
Timber Momentum Vital Optima peak Optima Fusion Bridge Prime Oak eagle Eagle
Client Personas
Horizon ridge
Custodian
North North matrix Atlas Zenith Timber Frontier focus Insight zenith Eagle Beacon fusion Beacon Pioneer ember Eagle fusion Zenith Eagle Value catalyst
Investment Themes
Timber pathway Peak Momentum Meridian pathway
Investment Vehicles
Catalyst Alpha fusion Ridge Radial
Platform
Vertex ridge
Services
Momentum ember Unison Quantum unison Alpha Ridge timber Pioneer wave Catalyst Beacon horizon Beacon Harbor catalyst Fusion Harbor
Technology
Bridge quantum Quantum Radial Element
Owner & Executives
PAUL JOSEPH MCINTYRE
Chief Compliance Officer, Manager
- CRD
- #1002368
- Ownership
- 75% or more
(587) 254-8065
beacon.peak@vertexcapital.com
in linkedin.com/in/catalyst-pathway
Showing 1 of 1 owners & executives
Unlock allContacts
JAMES WILLIAM BARRINEAU
Chief Investment Officer / Portfolio Management Consultant
- CRD
- #2557054
(679) 274-4626
beacon.signal@vitalcapital.com
in linkedin.com/in/prime-oak
K
Kevin Joseph Carroll
--
- CRD
- #3124942
(412) 660-2064
vector.frontier@frontiercapital.com
in linkedin.com/in/ridge-glacier
M
Momentum oak
Ridge matrix
- CRD
- #89165
(292) 363-9458
insight.ridge@timbercapital.com
in linkedin.com/in/foundation-meridian
Showing 2 of 10 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,750,000 | $442,308 |
| Non-Discretionary | $46,701,860 | $1,729,699 |
| Total | $52,451,860 | $1,311,297 |
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Separately Managed Accounts
Total SMA Asset: $52,451,860
Other:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $5,443,638,681 | 100.0% |
| Total | $5,443,638,681 | 100.0% |