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.
Fiducient Advisors LLC
Chicago, IL
CRD 106720
Firm filing updated July 24, 2026 ·
- $97.5BAssets
- 1,239Clients
- 78Advisory staff
- 1,241Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Performance-based feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- High net worth individuals518
- Charities341
- Pension and profit sharing plans205
- Individuals171
- Corporations or other businesses4
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 171 | $39.3 million |
| High net worth individuals | 518 | $33.1 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 205 | $46.8 billion |
| Charitable organizations | 341 | $17.5 billion |
| Corporations or other businesses not listed above | 4 | $133.4 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 9 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other: "INVESTMENT CONSULTING FOR INDIVIDUALS AND NON PROFIT ORGANIZATIONS"
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other: "INVESTMENT CONSULTING FOR INDIVIDUALS AND NON PROFIT ORGANIZATIONS"
Assets and accounts
- Regulatory assets$97.5 billion
- Accounts1,241
- Discretionary$52.5 billion · 921 accounts
- Non-discretionary$45.1 billion · 320 accounts
People
- Employees210
- Advisory staff78
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients101 to 250
Advisors
35 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 106720, SEC file 801-48820.
- Registered with the SEC as an investment advisor (status date on record: March 27, 1995).
Is Fiducient Advisors LLC a fiduciary?
Short answer: Fiducient Advisors LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm has a related insurance company or agency.
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.