SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Fiduciaryvest, LLC
Atlanta, GA
CRD 134351
Firm filing updated March 24, 2026 ·
- $4.9BAssets
- 9Advisory staff
- 61Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- OtherYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
Who the firm serves
- High net worth individuals16
- Charities12
- Pension and profit sharing plans5
- State or municipal government entities (including government pension plans)4
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 16 | $143.4 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $1.7 billion |
| Charitable organizations | 12 | $2.5 billion |
| State or municipal government entities (including government pension plans) | 4 | $274.9 million |
| Insurance companies | Fewer than 5 clients | $108.2 million |
| Corporations or other businesses not listed above | Fewer than 5 clients | $40.4 million |
| Other: "TRADE ORGANIZATION" | Fewer than 5 clients | $156.8 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 8 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
- Other: "(A) DISCRETIONARY ASSET ALLOC; (B) CONSULTING RE: STRATEGY, POLICY, GOVERNANCE, ASSET ALLOC PROJECTIONS, RESEARCH"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
- Other: "(A) DISCRETIONARY ASSET ALLOC; (B) CONSULTING RE: STRATEGY, POLICY, GOVERNANCE, ASSET ALLOC PROJECTIONS, RESEARCH"
Assets and accounts
- Regulatory assets$4.9 billion
- Accounts61
- Discretionary$350.3 million · 24 accounts
- Non-discretionary$4.6 billion · 37 accounts
People
- Employees10
- Advisory staff9
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients0
Registration details
- SEC-registered investment advisor. CRD 134351, SEC file 801-63958.
- Registered with the SEC as an investment advisor (status date on record: February 17, 2005).
Is Fiduciaryvest, LLC a fiduciary?
Short answer: Fiduciaryvest, LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.