$8.8M Total AUM
$6.1M Disc. AUM
-- 3Y CAGR
1 Employees
24 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Meridian matrix
- Established Date
- 01-20-2005
- Office Locations
- 1
Office Locations
13000 East Control Tower RD BOX J1 Englewood CO
About Fiduciary Counsel, Inc.
Fiduciary Counsel, Inc. provides interactive financial planning and investment management for individuals, with a tax-aware approach informed by current and recent regulatory changes. The firm also advises real estate investors on 1031 exchanges on a flat-fee, no-commission basis. Reported portfolios are ETF-based, with custody through Charles Schwab.
Team overview
-- AVG AGE
$8.8M AVG AUM / ADVISOR
$365.1K AVG AUM / CLIENT
21.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Eagle zenith Pathway Ember Beacon unison
Client Personas
Delta vector Pathway
Custodian
Unison element Quantum Zenith
Fund Managers
Eagle
Investment Themes
Pathway atlas Oak Catalyst Quantum Glacier fusion Legacy Matrix oak Fusion
Investment Vehicles
Vertex horizon Ridge Oak horizon Harbor
Platform
Frontier signal
Services
Insight harbor Fusion Element Alpha pioneer Vector summit Eagle prime Value Meridian vector Optima Element radial Ridge Beacon zenith
Technology
Ridge
Owner & Executives
CRAIG ALAN JOHNSTON
Investment Advisor, President
- CRD
- #4858223
- Ownership
- 75% or more
(356) 413-2829
value.meridian@wavecapital.com
in linkedin.com/in/alpha-pioneer
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,107,760 | -- |
| Non-Discretionary | $2,653,898 | -- |
| Total | $8,761,658 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,761,658
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,303,659,695 | 100.0% |
| Total | $1,303,659,695 | 100.0% |