FIDUCIARY MANAGEMENT GROUP, LLC

Overview

Fiduciary Management Group, LLC is an independent registered investment adviser that focuses on serving individual and family clients with financial planning and portfolio management for individuals and small businesses. The firm favors equity-oriented portfolios, with a clear tilt toward exchange-traded equities as its primary holding type. Services are offered on a fee basis—including percentage-of-AUM, hourly, and fixed-fee arrangements—which supports a mix of ongoing portfolio management and project-based planning work. The adviser operates as a discretionary manager across its client base, managing the full stated asset base on a discretionary basis. Fiduciary Management Group, LLC does not list active ESG investing as part of its approach and it is not positioned as a capital allocator to external alternative managers. The business structure is a privately owned limited liability company run by an individual owner and has been SEC-registered since 2013.

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