CRD: 299711
Fiduciary Wealth Group, LLC
$178.0M Total AUM
$178.0M Disc. AUM
-- 3Y CAGR
3 Employees
277 ADV. Clients
7 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-03-2019
- Office Locations
- 2
Office Locations
6784 Loop Road Suite# 208 Centerville OH
7770 Cooper Road Suite 3B Cincinnati OH
About Fiduciary Wealth Group, LLC
Fiduciary Wealth Group, LLC is an Ohio-based RIA providing objective financial planning and investment management for individuals and corporate retirement plans, serving clients across ages and complex situations. Client focus includes retirees and entrepreneurs. Portfolios emphasize ETF- and mutual fund-based asset allocation, with Fidelity/NFS listed as custodian.
Team overview
43 AVG AGE
$59.3M AVG AUM / ADVISOR
$642.6K AVG AUM / CLIENT
4.2 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Delta ember Beacon Pioneer legacy
Investment Themes
Oak Summit
Investment Vehicles
Peak summit
Services
Focus north Catalyst Oak alpha Momentum Unison horizon
Owner & Executives
RANDOLPH ERIK GANTT
Chief Compliance Officer, Managing Member, Principal
- CRD
- #3274350
- Ownership
- 75% or more
(288) 684-2909
crest.harbor@vertexcapital.com
in linkedin.com/in/glacier-signal
Showing 1 of 1 owners & executives
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J
Joseph Gabriel Doogan
--
- CRD
- #8234639
(685) 665-8511
crest.pioneer@horizoncapital.com
in linkedin.com/in/pathway-quantum
J
John Charles Girvin
Principal
- CRD
- #4555739
(254) 514-8005
quantum.timber@momentumcapital.com
in linkedin.com/in/oak-oak
E
Element meridian
Ridge atlas
- CRD
- #30271
(306) 302-5252
matrix.timber@meridiancapital.com
in linkedin.com/in/momentum-pioneer
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $177,999,104 | $393,803 |
| Non-Discretionary | $0 | -- |
| Total | $177,999,104 | $393,803 |
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Separately Managed Accounts
Total SMA Asset: $177,999,104
Equity - Exchange:
32.5% Public Funds:
30.5% Cash:
14.1% Corporate - Investment Grade:
12.8% U.S. Government/Agency:
10.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,275,385,675 | 32.5% |
| Public Funds | $1,196,900,402 | 30.5% |
| Cash | $553,321,170 | 14.1% |
| Corporate - Investment Grade | $502,305,743 | 12.8% |
| U.S. Government/Agency | $396,350,624 | 10.1% |
| Total | $3,924,263,614 | 100.0% |