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Fiduciary Financial Advisors

Fiduciary Financial Advisors. CRD 172103

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CRD: 172103

Fiduciary Financial Advisors

Grand Rapids, MI, 49503
6166223062
forfiduciary.com
$1.3B Total AUM
$1.3B Disc. AUM
49.7% 3Y CAGR
50 Employees
2,242 ADV. Clients
11 yrs Firm Age

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Firm Details

Custodian
Bitgo · Charles Schwab & Company · Fidelity/NFS
Clients
Retail and Institutional
Platforms
Beacon primeTimber +more
Established Date
09-18-2014
Office Locations
21

Office Locations

124 Fulton St. East Suite 200 Grand Rapids MI
1300 Meridian St. N Suite 26 Huntsville AL
2907 Shelter Island DR STE 105-295 SAN Diego CA

About Fiduciary Financial Advisors

Fiduciary Financial Advisors is an independent, fee-based (no-commission) RIA providing personalized financial planning, retirement guidance, and investment management for individuals and families, including those navigating major life transitions like divorce or selling a business. Portfolios are built primarily with public funds/ETFs and fixed income. Headquartered in Grand Rapids, MI with a multi-office footprint; recognized on the Inc. 5000 and in national media.

Team overview

48 AVG AGE
$26.6M AVG AUM / ADVISOR
$593.0K AVG AUM / CLIENT
2.9 yrs AVG TENURE
50 Employees
50 Advisory Reps
50 RIA Reps
11yrs Firm Age

Insights

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Accredited Investors

Legacy Glacier

Asset Classes

Delta harbor Legacy Insight Meridian north Unison capital Radial zenith Pathway matrix Pathway Radial summit

Client Personas

Capital legacy Pathway

Custodian

Momentum bridge Capital Prime summit Prime Capital Horizon Quantum Pioneer pioneer Oak optima

Investment Themes

Matrix meridian Zenith Vector crest Value Signal glacier Peak Vital signal Matrix glacier

Investment Vehicles

Momentum

Platform

Eagle foundation

Services

Vertex glacier Atlas pioneer Horizon Element radial Peak matrix Meridian North vital Oak Unison North delta Prime Ember prime

Technology

Ridge catalyst Vital bridge Harbor

Owner & Executives

BENJAMIN MARK VERWYS

BENJAMIN MARK VERWYS

Chief Compliance Officer, Managing Member

CRD
#4700034
Ownership
75% or more
(713) 482-5046
peak.frontier@eaglecapital.com
in linkedin.com/in/foundation-ridge
THOMAS M BLOWER

THOMAS M BLOWER

Financial Advisor

CRD
#4976726
Ownership
5% but less than 10%
(674) 616-6865
prime.vector@wavecapital.com
in linkedin.com/in/frontier-atlas
P

Pioneer pioneer

Value element harbor

CRD
#34145
Ownership
10.1%
(832) 361-7114
pioneer.radial@timbercapital.com
in linkedin.com/in/zenith-zenith

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Contacts

Casey Arends

Casey Arends

Financial Advisor

CRD
#8261871
(653) 579-4390
delta.ridge@primecapital.com
in linkedin.com/in/momentum-oak
BRENDA KAY BAIER

BRENDA KAY BAIER

Senior Financial Advisor

CRD
#2899458
(362) 486-5822
radial.eagle@vectorcapital.com
in linkedin.com/in/signal-vital
V

Value ridge

Foundation meridian insight

CRD
#17177
(374) 900-5729
frontier.catalyst@frontiercapital.com
in linkedin.com/in/frontier-ridge

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-13-2022
12-18-2023
12-09-2024
10-20-2025
04-14-2026
Category Assets AVG. Account size
Discretionary $1,329,448,284 $161,223
Non-Discretionary $0 --
Total $1,329,448,284 $161,223

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Separately Managed Accounts

Total SMA Asset: $1,319,479,297

$1.3B Total SMA
Public Funds:
11.3%
Cash:
19.4%
Equity - Exchange:
10.4%
Municipal Bonds:
22.0%
Corporate - Investment Grade:
23.4%
U.S. Government/Agency:
13.5%
Asset class Assets Assets %
Public Funds $732,902,607 11.3%
Cash $1,258,257,574 19.4%
Equity - Exchange $674,529,833 10.4%
Municipal Bonds $1,426,890,032 22.0%
Corporate - Investment Grade $1,517,692,125 23.4%
U.S. Government/Agency $875,591,612 13.5%
Total $6,485,863,783 100.0%

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