FIDUCIARY ORGANIZATION, LLC

Overview

Fiduciary Organization, LLC operates as a small, independent registered investment adviser organized as an LLC and run by an individual owner. The firm serves primarily individual and family clients and positions itself as a capital allocator — selecting outside managers and strategies in addition to managing client portfolios directly. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagement options, which supports both ongoing portfolio management and discrete planning projects. Investment activity is concentrated on equities and exchange-traded instruments, with an expressed preference for integrating ESG considerations into the investment process. Advisory services extend beyond on‑portfolio management to financial planning, portfolio management for small businesses and institutions, pension consulting, selection of other advisers, and educational seminars. The firm lists an industry affiliation with an accountant, consistent with serving tax‑sensitive or business-owner clients. Given the small scale of assets, the practice mixes discretionary SMA-style management with third‑party allocations and mutual funds to create diversified client portfolios.

Assets & Accounts

Public Holdings

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Location & Offices