The Fiduciary Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,416,739,783
Clients
621
Advisors
13
of 18 employees
About
The Fiduciary Group provides wealth management, financial planning, and separately managed account services primarily to high-net-worth individuals and families, as well as trusts, estates, nonprofit organizations, and pension and profit‑sharing plans. It also serves as an ERISA Section 3(38) investment manager for participant‑directed 401(k) plans and offers both discretionary and non‑discretionary portfolio management, with about $1.97 billion reported under management as of December 31, 2025.
The firm’s investment process is driven by fundamental research conducted by an in‑house investment team and reviewed by a monthly Investment Committee; portfolios are managed according to a documented Investment Policy Statement and aligned with one of four general strategies (Capital Preservation; Income with Growth; Growth with Income; Growth of Principal). Smaller accounts generally follow model portfolios using mutual funds and ETFs, while accounts above $500,000 are typically managed as “hybrid” portfolios that combine individual securities, bonds, and funds and are reviewed on a quarterly or annual basis depending on account type.
TFG is an indirect, wholly owned subsidiary of Focus Financial Partners and, through that parent, has arrangements that are uncommon among peers: it offers certain clients optional access to affiliated private investment vehicles managed by SCS Capital Management LLC and Origin, and it introduces clients to affiliate Focus Risk Solutions for insurance placement while using intermediaries UPTIQ and Flourish to facilitate credit and cash management solutions. The firm also accepts trustee, executor, and power‑of‑attorney appointments by principals for clients and participates in adviser‑matching programs (SmartAsset and Acceleration One), all of which create conflicts the firm discloses and manages in its Form ADV.
Client services
Expertise
Occupation focus
Fee options
Bill pay services start at $150 per quarter; fixed fees for non-managed or non-discretionary consultations negotiated case-by-case; executor services minimum fee $10,000; trustee services minimum fee $5,000 to $7,500 depending on investment management usage
$0 - $1,000,000: 1.00% $1,000,000 - $3,000,000: 0.90% $3,000,000 - $5,000,000: 0.70% $5,000,000 - $10,000,000: 0.60% $10,000,000 - $20,000,000: 0.50% $20,000,000 - $40,000,000: 0.40% $40,000,000 - $60,000,000: 0.35% $60,000,000 - $80,000,000: 0.30% $80,000,000 - $100,000,000: 0.25% $100,000,000 - $120,000,000: 0.20%
SmartAsset matching program subscription fee of $1,774 per month; Acceleration One program flat fee of $1,350 per month
Account minimum: $500,000 Minimum fee: Minimum annual fee of $5,000 per client relationship ($1,250 per quarter) for separate account management
Main office
310 Commercial Drive
Savannah GA 31406-3682
Advisors at this office
13
Most active in
California · Colorado · Florida · Georgia · Louisiana · Maine · Maryland · New Hampshire · North Carolina · Pennsylvania · South Carolina · Texas · Virginia
Also doing business as
The Fiduciary Group · The Fiduciary Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
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Advisors at this firm
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