Fiduciary Management, Inc.

RIASEC RegisteredEst. 1980

Total AUM

$11.4B

Discretionary

$11.4B

100% of AUM

Avg account

$19.7M

Accounts

577

Employees

Advisory reps

Firm details

Headquarters: Milwaukee, Wisconsin
CRD number: 109149
Registered since: April 18, 1980
Website: www.fmimgt.com
Custodians: THE NORTHERN TRUST COMPANY., CHARLES SCHWAB & CO., INC., U.S. BANK, N.A.
Fee structure: Percentage of AUM
Client types: Investment Companies53%
Pension & Profit Sharing Plans10.1%
HNWI10%
Pooled Investment Vehicles7.13%
Charitable Organizations6.9%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Fiduciary Management, Inc. is a privately owned, SEC-registered institutional RIA that has been operating since 1980. The firm serves both individual and family clients as well as institutional accounts and charges fees based on a percentage of assets under management. Its core advisory services emphasize discretionary portfolio management across a range of client types, including individuals and small businesses, investment companies, pooled investment vehicles and other institutions. Fiduciary Management is not an active ESG investor, is not registered as a multistate adviser, and does not act as a capital allocator. The firm was named one of CNBC’s Top 100 Financial Advisory Firms in 2020.