A complete list of active advisors currently associated with Fiduciary Capital, Inc.

Warmer can help you find a great advisor at Fiduciary Capital, Inc. or one who fits your needs even better.

Fiduciary Capital serves individual and high‑net‑worth clients, offering discretionary asset management and financial planning services that cover retirement, estate, cash‑flow, investment and risk‑management topics. The firm manages most client accounts on the Altruist institutional platform and retains a referral arrangement for a subset of accounts that remain at Charles Schwab with a third‑party adviser of record. The firm uses fundamental analysis and an actively managed, long‑term investment approach, typically holding positions for months while adjusting allocations for risk tolerance and special situations; it implements discretionary trading, conducts at least quarterly reviews, and allows clients to impose reasonable investment restrictions. Fiduciary Capital is currently transitioning many clients from a referrals‑to‑third‑party‑manager model to direct asset management on its primary custodian platform. Distinctive for a firm of this size, Fiduciary Capital is affiliated with an insurance agency and related entities: the firm’s principal devotes a majority of his time to insurance activities, representatives may act as insurance agents and receive commissions and incentives through an insurance marketing organization, and the firm makes affiliated estate‑planning coordination and Social Security optimization services available through third‑party providers. The firm also participates in Altruist’s institutional program (receiving various non‑monetary benefits) and discloses that it may receive compensation from third‑party managers to whom it refers clients, each of which the firm identifies as potential conflicts of interest.

To learn more about the advisors currently working at Fiduciary Capital, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.