Asset manager · Greenwood Village, CO
Fiduciary Consulting Group
Morgan Stanley Institutional Investment Advisors LLC · SEC-registered investment adviser · CRD 149122 · SEC 801-69938
At a glance
Fiduciary Consulting Group is an SEC-registered investment adviser based in Greenwood Village, Colorado, with $14.7 billion in regulatory assets under management as of its Form ADV filed August 20, 2026. Its largest client group by assets is pension and profit sharing plans. By Form ADV it is a asset manager, ranked 422nd of 3,218 asset managers and 1,051st of 17,210 SEC-registered advisers by assets.
Main office 303-333-7770msiia.morganstanley.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $15B
- Rank among asset managers
- #422 of 3,218
- Rank among all SEC RIAs
- #1,051 of 17,210
- Rank in Colorado
- #10 of 359
- Clients
- 70
- Accounts
- 70
- Discretionary
- 100% of AUM
- Employees
- 52
- Advisory staff
- 33
- Offices
- 4
Owners and executives on its Form ADV
- Jayson A. DavidsonVice President
- Jeremiah M. FranceManager (board of Managers), Chairman, Chief Executive Officer
- Marc I. GordonChief Financial Officer
- Christopher R. GarganoChief Compliance Officer
- Scott M. McIntoshVice President
- Tevfik PekerManager (board of Managers) and President
- Daniel T. GambleVice President
- Karen M RobinsonVice President
Custody and brokerage
Custodian
Fiduciary Consulting Group’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Affiliated broker-dealer
It names an affiliated broker-dealer: Morgan Stanley Smith Barney LLC.
- Morgan Stanley Smith Barney LLC ↗CRD 149777
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pension and profit sharing plans | 46 | $13B | 89% |
| Charitable organizations | 8 | $941M | 6% |
| State or municipal government entities | 16 | $728M | 5% |
Disciplinary disclosures
Fiduciary Consulting Group answers yes to 4 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
- Educational seminars and workshops
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗msiia.morganstanley.com ↗
AtlasMembers
The full record on Fiduciary Consulting Group
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 480 peers of its type and size
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- Owners and executives, with titles and stakes
- 8 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 5Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Fiduciary Consulting Group manage?
Fiduciary Consulting Group reports $14.7 billion in regulatory assets under management across 70 accounts, 100% of it on a discretionary basis, on its Form ADV filed August 20, 2026.
What kind of firm is Fiduciary Consulting Group?
Fiduciary Consulting Group is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals. It reports a bank or thrift among its related persons. A public reporting company controls it.
Who are Fiduciary Consulting Group’s clients?
By assets, its largest client types are pension and profit sharing plans ($13.1 billion, 46 clients); charitable organizations ($941 million, 8 clients); state or municipal government entities ($728 million, 16 clients).
Does Fiduciary Consulting Group have any disciplinary history?
Fiduciary Consulting Group answers yes to 4 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Fiduciary Consulting Group’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-20), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →