Fiducial Partners LLC

Overview

Fiducial Partners LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm concentrates on portfolio management for individuals and small businesses and serves an individual and family client base. Its compensation model is a percentage-of-AUM advisory fee. Fiducial Partners also lists insurance brokerage among its business activities, indicating the firm pairs investment management with insurance product distribution. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not position itself as a capital allocator or pension consultant. The scale and client focus suggest a small, relationship-driven practice rather than an institutional manager.

Assets & Accounts

Public Holdings

Investments & Alternatives