$102.8M Total AUM
$102.8M Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Vanguard
- Clients
- Retail
- Platforms
- Prime
- Established Date
- 06-28-2012
- Office Locations
- 1
Office Locations
735 E. Venice Avenue, Suite 206 Venice FL
About Fiduciary Consulting Group, Inc.
Fiduciary Consulting Group is a fee-only RIA providing fiduciary financial planning and investment advisory services to a limited number of high net worth individuals and families. Led by Thomas C. Tyler Jr.—a practicing attorney focused on estate and business planning—the firm implements long-term portfolios balancing growth and capital preservation, with client assets typically held at Schwab or Vanguard.
Team overview
57 AVG AGE
$102.8M AVG AUM / ADVISOR
$3.7M AVG AUM / CLIENT
14.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Meridian Pathway optima
Client Personas
Element Horizon catalyst
Custodian
Oak oak Insight Insight fusion
Investment Themes
Vector glacier Wave Capital
Investment Vehicles
Insight foundation Bridge
Services
Foundation Momentum Meridian vertex North focus Ember pathway Quantum
Technology
Alpha delta
Owner & Executives
T
THOMAS CHARLES TYLER JR
Chief Compliance Officer, President
- CRD
- #2534238
- Ownership
- 75% or more
(541) 363-7966
capital.peak@pathwaycapital.com
in linkedin.com/in/atlas-horizon
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $102,835,647 | $1,081,081 |
| Non-Discretionary | $0 | -- |
| Total | $102,835,647 | $1,081,081 |
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Separately Managed Accounts
Total SMA Asset: $102,835,647
Public Funds:
30.7% Equity - Exchange:
22.3% U.S. Government/Agency:
28.3% Cash:
18.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,329,497,989 | 30.7% |
| Equity - Exchange | $1,692,110,917 | 22.3% |
| U.S. Government/Agency | $2,147,387,397 | 28.3% |
| Cash | $1,418,945,030 | 18.7% |
| Total | $7,587,941,333 | 100.0% |