Data / Investment advisers / Virginia / Benefit Fiduciary Group LLC
Benefit Fiduciary Group LLC, Richmond, VA: $529 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Benefit Fiduciary Group LLC is an SEC registered investment adviser with its main office in Richmond, Virginia and reports $529 million in regulatory assets under management in its Form ADV filed January 28, 2026. Its clients include pension and profit sharing plans. It is paid through a percentage of assets under management and hourly charges.
The request: Watch Benefit Fiduciary Group LLC (CRD number 291252): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 291252
- SEC file number
- 801-113176
- SEC status
- Approved, effective May 7, 2018
- Main office
- 6802 Paragon Place Suite 126, Richmond, VA 23230
- Phone
- (804) 457-2309
- Regulatory AUM
- $529,431,293 in the Form ADV filed January 28, 2026
- Discretionary AUM
- $204,792,593
- Non discretionary AUM
- $324,638,700
- Accounts
- 47
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- January 28, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 47 | $529.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| February 2, 2026 | $529.4 million | January 28, 2026 |
| December 1, 2025 | $466.6 million | January 10, 2025 |
Other advisers in Richmond
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Campbell Deegan Financial | Richmond | $745.1 million | Not listed | adviserinfo.sec.gov |
| Crow's Nest Holdings LP | Richmond | $636.6 million | 2 | adviserinfo.sec.gov |
| Juno Financial Group LLC | Richmond | $541.9 million | Not listed | adviserinfo.sec.gov |
| Founders Grove Wealth Partners, LLC | Richmond | $532.3 million | Not listed | adviserinfo.sec.gov |
| Cap91 Partners Management LLC | Richmond | $531 million | 2 | adviserinfo.sec.gov |
| Midatlantic Capital Management, Inc. | Richmond | $477 million | Not listed | adviserinfo.sec.gov |
| Taylor Hoffman Capital Management | Richmond | $469.5 million | 1 | adviserinfo.sec.gov |
| Z3 Capital Partners | Richmond | $466.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Richmond, VA
- Investment advisers in Virginia
- Advisers with $500 million to $1 billion in AUM
- Advisers serving pension and profit sharing plans
- Benefit Fiduciary Group LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.