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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-08-2016
- Office Locations
- 4
Office Locations
About Fiduciary Financial Group, LLC
Fiduciary Financial Group (FFG) is a CPA-led wealth management firm providing investment management, comprehensive financial planning, tax planning/preparation, and estate/legacy planning. The team serves high-net-worth retirees, executives, tech professionals, and business owners, including clients with complex equity compensation. Portfolios are built with tax-aware, evidence-based approaches using ETF models and customized solutions such as SMAs/direct indexing and individual stock/bond portfolios. Commission-free fiduciary model.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
RICHARD LLOYD DAVEY
Managing Member, Partner
- CRD
- #6009302
- Ownership
- 25% but less than 50%
Trevor Patrick Scotto
Partner
- CRD
- #6736091
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Shayne Kayel Cooper
Financial Advisor, General Partner
- CRD
- #7219226
Benjamin Britton Fookes
Associate
- CRD
- #7460556
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,114,536,421 | $695,282 |
| Non-Discretionary | $8,368,353 | $2,092,088 |
| Total | $1,122,904,774 | $698,758 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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