Data / Investment advisers / Georgia / The Fiduciary Group
The Fiduciary Group, Savannah, GA: $2 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
The Fiduciary Group is an SEC registered investment adviser with its main office in Savannah, Georgia and reports $2 billion in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include high net worth individuals, pension and profit sharing plans and corporations and other businesses. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 221530
- SEC file number
- 801-96251
- SEC status
- Approved, effective May 13, 2015
- Legal name
- The Fiduciary Group, LLC
- Main office
- 310 Commercial Drive, Savannah, GA 31406
- Phone
- (912) 303-9000
- Website
- tfginvest.com
- Regulatory AUM
- $1,969,280,556 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $1,943,028,413
- Non discretionary AUM
- $26,252,143
- Accounts
- 1,726
- Employees
- 18, of which 11 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 31, 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 |
|---|---|---|
| High net worth individuals | 350 | $1.32 billion |
| Pension and profit sharing plans | 41 | $373.5 million |
| Corporations or other businesses | 35 | $163 million |
| Individuals (other than high net worth individuals) | 271 | $98 million |
| Charitable organizations | 5 | $16.1 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 | $1.97 billion | March 31, 2026 |
| December 1, 2025 | $1.73 billion | August 20, 2025 |
Other advisers in Savannah
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Sound View Wealth Advisors Group, LLC | Savannah | $2.28 billion | Not listed | adviserinfo.sec.gov |
| Chatham Capital Group Inc | Savannah | $878.1 million | 2 | adviserinfo.sec.gov |
| Investment Performance Services LLC | Savannah | $763.7 million | Not listed | adviserinfo.sec.gov |
| First City Capital Management Inc | Savannah | $423.7 million | Not listed | adviserinfo.sec.gov |
| Bull Street Advisors | Savannah | $271.9 million | Not listed | adviserinfo.sec.gov |
| Ables, Iannone, Moore & Associates, Inc. | Savannah | $258.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Savannah, GA
- Investment advisers in Georgia
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving pension and profit sharing plans
- The Fiduciary Group 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.