Wealth manager, independent · Savannah, GA
The Fiduciary Group
The Fiduciary Group, LLC · SEC-registered investment adviser · CRD 221530 · SEC 801-96251
At a glance
The Fiduciary Group is an SEC-registered investment adviser based in Savannah, Georgia, with $2.0B in regulatory assets under management as of its Form ADV filed March 31, 2026. It reports 621 individual clients, 350 of them high-net-worth, holding an average of about $2.3 million each, and 18 employees. That ranks it 565th among the nation’s 5,657 independent wealth management RIAs and 26th of 171 in Georgia. It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity.
Main office 912-303-9000thefiduciarygroup.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.0B
- Rank among independent wealth managers
- #565 of 5,657
- Rank among all SEC RIAs
- #3,668 of 17,210
- Rank in Georgia
- #26 of 171
- Individual clients
- 621
- High-net-worth clients
- 350
- Accounts
- 1,726
- Discretionary
- 99% of AUM
- Employees
- 18
- Advisory staff
- 11
- Offices
- 1
Owners and executives on its Form ADV
- Malcolm L. ButlerPresident and CEO
- Joel P. GoodmanChief Investment Officer
- Scott B. McGhieDirector of Research and Portfolio Management
Custody and brokerage
Broker-dealer
Affiliated broker-dealer
It reports a broker-dealer among its affiliates on Form ADV.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 350 | $1.3B | 67% |
| Pension and profit sharing plans | 41 | $374M | 19% |
| Corporations or other businesses | 35 | $163M | 8% |
| Individuals | 271 | $98M | 5% |
| Charitable organizations | 5 | $16M | <1% |
Disciplinary disclosures
The Fiduciary Group reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
- Periodicals or newsletters
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗thefiduciarygroup.com ↗
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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 2,013 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Georgia
All of Georgia →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Arcus Capital Partners, LLCAtlanta | $2.5B | 447 |
| Sound View Wealth Advisors Group, LLCSavannah | $2.3B | 927 |
| Cahaba Wealth Management, Inc.Atlanta | $2.1B | 888 |
| Marco Investment Management LLCAtlanta | $1.8B | 266 |
| Cannon Financial Strategists, Inc.Athens | $1.7B | 986 |
| Rollins Financial Advisors, LLCAtlanta | $1.6B | 982 |
Background
Questions
How much does The Fiduciary Group manage?
The Fiduciary Group reports $2.0B in regulatory assets under management across 1,726 accounts, 99% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
How many clients does The Fiduciary Group have?
It reports 621 individual clients: 350 high-net-worth individuals and 271 other individuals. Individuals account for about 72% of its regulatory assets.
Where is The Fiduciary Group headquartered?
Its main office is in Savannah, Georgia. It reports 1 office in total and 18 employees, 11 of whom perform investment advisory functions.
How does The Fiduciary Group charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does The Fiduciary Group use?
It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity. On Schedule D of its Form ADV filed March 31, 2026, it reports these amounts held: Charles Schwab ($1.6B); Fidelity ($300M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is The Fiduciary Group a hybrid RIA with a broker-dealer?
It reports a broker-dealer among its affiliates on Form ADV.
Is The Fiduciary Group a fiduciary?
As an SEC-registered investment adviser, The Fiduciary Group owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is The Fiduciary 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 (2026-03-31), 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). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. 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 →