F
$10.1B Total AUM
$4.4B Disc. AUM
-- 3Y CAGR
87 Employees
1,761 ADV. Clients
59 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-07-1966
- Office Locations
- 2
Office Locations
1145 Broadway Plaza Suite 1500 Tacoma WA
30 East 7TH Street, Suite 2000 ST Paul MN
About Fiduciary Counselling INC
Fiduciary Counselling INC is a ST Paul-based RIA with 2 offices. The firm has been operating for 59 years. Managing $10.1B in total assets under management, with 18 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
46 AVG AGE
$558.7M AVG AUM / ADVISOR
$5.7M AVG AUM / CLIENT
7.8 yrs AVG TENURE
87 Employees
18 Advisory Reps
18 RIA Reps
59yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
A
ANN BARRY BURNS
DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
J
JAMES GUY CASTELLANO
DIRECTOR, Strategic Advisor
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 9 owners & executives
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L
LIDDY MARIE ACHTER
Client Advisor
- CRD
- #4857293
Available
Available
Available
M
MEAGHAN E BRASSEY
--
- CRD
- #6932387
Available
Available
Available
Showing 2 of 26 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,392,071,487 | $2,870,635 |
| Non-Discretionary | $5,664,674,290 | $24,522,400 |
| Total | $10,056,745,777 | $5,710,815 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - OTC:
Available Private Funds:
Available Equity - Exchange:
Available Other:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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