$14.8M Total AUM
$14.8M Disc. AUM
-- 3Y CAGR
3 Employees
79 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Wave
- Established Date
- 05-24-2023
- Office Locations
- 2
Office Locations
217 West Stone AVE Greenville SC
768 S 1600 W Suite A Mapleton UT
About Fiduciary Organization, LLC
Fiduciary Organization, LLC (FIDO) is a fee-only fiduciary RIA based in Greenville, SC. It offers holistic financial planning and objective investment advice with ongoing monitoring, and also supports member advisors with technology, compliance help, and custody options (including Altruist). Public filings indicate an ETF-heavy approach. FIDO has been featured in outlets including The New York Times and Bloomberg.
Team overview
31 AVG AGE
$4.9M AVG AUM / ADVISOR
$187.3K AVG AUM / CLIENT
2.6 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Vector optima Optima Vertex Atlas capital
Custodian
Pioneer Timber pathway Radial wave
Investment Themes
Unison focus Pathway timber Alpha momentum Capital delta
Investment Vehicles
Ember
Services
Momentum crest Matrix vector Delta Capital Bridge ember
Technology
Optima delta
Owner & Executives
DANIEL ERIK MILKS
Founder, Owner
- CRD
- #6435280
- Ownership
- 75% or more
(703) 507-1691
beacon.unison@matrixcapital.com
in linkedin.com/in/catalyst-focus
Showing 1 of 1 owners & executives
Unlock allContacts
E
Ewan Morkel
--
- CRD
- #7990325
(652) 263-1373
oak.catalyst@unisoncapital.com
in linkedin.com/in/radial-glacier
G
Graham Robert Morris
Account Manager
- CRD
- #7272813
(902) 726-1295
foundation.atlas@vectorcapital.com
in linkedin.com/in/harbor-legacy
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,800,000
Equity - Exchange:
41.3% Cash:
32.5% Public Funds:
26.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,193,741,278 | 41.3% |
| Cash | $939,384,783 | 32.5% |
| Public Funds | $757,288,656 | 26.2% |
| Total | $2,890,414,717 | 100.0% |