Data / Investment advisers / Colorado / Fiduciary Consulting Group
Fiduciary Consulting Group, Greenwood Village, CO: $14.7 billion AUM, SEC registered investment adviser
Fiduciary Consulting Group is an SEC registered investment adviser with its main office in Greenwood Village, Colorado and reports $14.7 billion in regulatory assets under management in its Form ADV filed August 20, 2026. Its clients include pension and profit sharing plans, charitable organizations and state and municipal governments. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 149122
- SEC file number
- 801-69938
- SEC status
- Approved, effective February 24, 2009
- Legal name
- Morgan Stanley Institutional Investment Advisors LLC
- Main office
- 5299 DTC Blvd., Suite 1000, Greenwood Village, CO 80111
- Phone
- (303) 333-7770
- Regulatory AUM
- $14,731,075,301 in the Form ADV filed August 20, 2026
- Discretionary AUM
- $14,731,075,301
- Accounts
- 70
- Employees
- 52, of which 33 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 3
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- August 20, 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 | 46 | $13.06 billion |
| Charitable organizations | 8 | $941.2 million |
| State or municipal government entities | 16 | $728 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 |
|---|---|---|
| April 1, 2026 | $14.73 billion | March 31, 2026 |
| December 1, 2025 | $8.87 billion | April 29, 2025 |
Other advisers in Greenwood Village
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Empower Advisory Group, LLC | Greenwood Village | $195.43 billion | Not listed | adviserinfo.sec.gov |
| Empower Capital Management, LLC | Greenwood Village | $77.96 billion | 9 | adviserinfo.sec.gov |
| Nilsine Partners, LLC | Greenwood Village | $1.88 billion | 11 | adviserinfo.sec.gov |
| Griffis Residential Investment Advisor | Greenwood Village | $1.85 billion | 11 | adviserinfo.sec.gov |
| Wynkoop LLC | Greenwood Village | $1.22 billion | 4 | adviserinfo.sec.gov |
| Heirloom Wealth Management LLC | Greenwood Village | $1.11 billion | Not listed | adviserinfo.sec.gov |
| Icon Advisers, Inc. | Greenwood Village | $875.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Greenwood Village, CO
- Investment advisers in Colorado
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving charitable organizations
- Fiduciary Consulting Group on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.