$97.5B Total AUM
$52.5B Disc. AUM
-- 3Y CAGR
210 Employees
2,123 ADV. Clients
31 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Matrix Trust · Newport Trust · US Bank
- Clients
- Retail and Institutional
- Platforms
- CapitalSummit +more
- Established Date
- 03-27-1995
- Office Locations
- 10
Office Locations
100 Northfield Drive Windsor CT
12 Depot Street Kennebunk ME
120 Wayland Avenue Providence RI
About Fiducient Advisors LLC
Fiducient Advisors is a fiduciary investment consultant providing customized investment management and unbiased guidance for retirement plan sponsors, endowments and foundations, and private wealth clients through its Wealth Office®. It also delivers OCIO support to RIAs and banks as an extension of their teams, backed by ongoing research and market insights.
Team overview
40 AVG AGE
$1.3B AVG AUM / ADVISOR
$45.9M AVG AUM / CLIENT
5.5 yrs AVG TENURE
210 Employees
78 Advisory Reps
60 RIA Reps
31yrs Firm Age
Insights
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Accredited Investors
Pathway catalyst
Asset Classes
Quantum beacon Glacier Insight peak Fusion Focus matrix Ember pathway Capital capital Eagle Quantum glacier Focus Focus unison Beacon ridge
Client Personas
Fusion bridge
Custodian
Horizon Focus Momentum focus Peak optima Element zenith Summit summit Focus
Investment Themes
Capital Prime Element meridian Unison Catalyst Timber vertex Catalyst Oak vector
Investment Vehicles
Capital Optima momentum
Platform
Insight alpha Peak peak
Services
Summit Quantum eagle Ridge atlas Capital vertex Quantum Peak catalyst Oak wave Horizon pathway Harbor unison Timber radial Momentum catalyst Ridge horizon
Technology
Summit Capital north Matrix Delta Crest catalyst
Owner & Executives
M
MICHAEL EDMOND GOSS
DIRECTOR, President
- CRD
- #2557044
- Ownership
- Less than 5%
(813) 624-8220
wave.signal@meridiancapital.com
in linkedin.com/in/bridge-summit
R
ROBERT JAY HILZENRATH
DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
(203) 204-3180
frontier.summit@radialcapital.com
in linkedin.com/in/oak-bridge
I
Insight signal
Focus vital
- CRD
- #69184
- Ownership
- 22.2%
(527) 554-2631
harbor.glacier@valuecapital.com
in linkedin.com/in/fusion-peak
Showing 2 of 10 owners & executives
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GREGORY F. ADAMS
Consultant
- CRD
- #5646424
(526) 492-1722
focus.peak@valuecapital.com
in linkedin.com/in/atlas-foundation
E
Eileen Foley Allgrove
Principal
- CRD
- #2972086
(875) 665-4840
zenith.signal@capitalcapital.com
in linkedin.com/in/meridian-timber
L
Legacy frontier
Crest ridge focus
- CRD
- #92183
(392) 399-8063
beacon.frontier@optimacapital.com
in linkedin.com/in/atlas-eagle
Showing 2 of 69 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,462,188,996 | $56,962,203 |
| Non-Discretionary | $45,079,342,204 | $140,872,944 |
| Total | $97,541,531,200 | $78,599,139 |
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Separately Managed Accounts
Total SMA Asset: $97,541,531,200
Public Funds:
14.4% Private Funds:
13.0% Equity - Exchange:
6.6% Corporate - Investment Grade:
7.6% Municipal Bonds:
18.0% Other:
6.7% Corporate - Non-Investment Grade:
17.7% Other:
16.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,020,767,793 | 14.4% |
| Private Funds | $921,526,480 | 13.0% |
| Equity - Exchange | $467,851,905 | 6.6% |
| Corporate - Investment Grade | $538,738,557 | 7.6% |
| Municipal Bonds | $1,275,959,741 | 18.0% |
| Other | $474,940,570 | 6.7% |
| Corporate - Non-Investment Grade | $1,254,693,745 | 17.7% |
| Other | $1,134,186,436 | 16.0% |
| Total | $7,088,665,227 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RIDGE VECTOR | PIONEER DELTA | SF2F1ZLIA | JNNIG | 9.10% | $59,369,856 |
| BRIDGE CREST | SUMMIT ZENITH | A3D6HQ41N | HNC | 9.28% | $94,174,769 |
| SUMMIT EMBER VITAL | GLACIER HORIZON | U42RJZLC3 | BQN | 5.71% | $59,627,152 |
| RADIAL CREST | NORTH CREST | TITCFXN6R | WWC | 10.40% | $111,155,519 |
| HORIZON RIDGE | MOMENTUM TIMBER | 6OF3LC66Q | SDR | 4.32% | $13,165,850 |
| WAVE FOCUS VECTOR | WAVE CATALYST | 7BHVBCIR5 | WPWY | 5.05% | $26,819,093 |
| FUSION QUANTUM FRONTIER | CAPITAL SUMMIT | OOU2ZVFBL | WGU | 3.69% | $116,771,109 |
| HARBOR SUMMIT RIDGE | TIMBER DELTA | 7I3HOOU1V | ALJ | 12.07% | $42,066,480 |