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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-17-2016
- Office Locations
- 32
Office Locations
About THE Fiduciary Alliance
The Fiduciary Alliance is an advisor-owned registered investment adviser and network built by advisors for advisors, supporting RIAs and representatives with solutions to grow and scale client-focused fiduciary practices. It emphasizes long-term, organic growth with no private-equity ownership and no mandated products. Reported model portfolios are largely implemented with ETFs and public funds and commonly custody at Schwab and Fidelity.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
BRIAN JAMES BOUGHNER
Managing Member
- CRD
- #4152328
- Ownership
- 75% or more
SUSAN S HARVELL
Chief Compliance Officer
- CRD
- #4442833
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Lori C. Avant
--
- CRD
- #1133785
CHRISTOPHER LAWRENCE BALCEROWIAK
--
- CRD
- #1568743
Showing 2 of 49 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,480,797,934 | $278,085 |
| Non-Discretionary | $45,441,022 | $194,192 |
| Total | $2,526,238,956 | $275,941 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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