Managing Member · The Fiduciary Alliance
Brian J. Boughner
CRD 4152328 · Named on Form ADV at one SEC-registered adviser
At a glance
The Fiduciary Alliance, an SEC-registered wealth manager based in Greenville, SC with $2.5 billion in regulatory assets, lists Brian J. Boughner on its Form ADV as Managing Member, a control person.
Firms and roles
- The Fiduciary AllianceManaging MemberWealth manager · Greenville, SC · $2.5B in regulatory assets
AtlasMembers
Brian’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Gregory M. TownerChief Investment Officer, The Fiduciary Alliance
- Susan S HarvellChief Compliance Officer, The Fiduciary Alliance
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.