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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-13-2015
- Office Locations
- 1
Office Locations
About THE Fiduciary Group
The Fiduciary Group is an independent, fiduciary wealth manager in Savannah, GA serving individuals and families, business owners and executives, retirement plans, and nonprofit boards. The team delivers customized financial planning, portfolio management, trust and estate administration, and family back-office services, plus investment policy development, due diligence reporting, and cash-flow planning for institutions. Partner firm of Focus Financial Partners.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MALCOLM LEE BUTLER
Chief Executive Officer, President
- CRD
- #2694350
- Ownership
- Less than 5%
JOEL PHILIP GOODMAN
Chief Investment Officer, Vice President
- CRD
- #2931111
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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KIMBERLY RAGAN BEITER
Client Associate
- CRD
- #5934682
HAYDEN LLOYD BLOW
Research Analyst
- CRD
- #7027262
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,943,028,413 | $1,136,274 |
| Non-Discretionary | $26,252,143 | $1,640,759 |
| Total | $1,969,280,556 | $1,140,950 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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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