Fiduciary Financial Group, LLC
Fiduciary Financial Group, LLC is an SEC-registered investment advisory firm headquartered in San Rafael, California. The firm provides fee-based asset management, investment advisory, and private placement due diligence services for individuals and institutional clients. It manages portfolios on a discretionary basis, develops personalized investment strategies, and may use sub-advisors when appropriate. As of Q2 2025, the firm manages nearly $553 million in assets and files regular disclosures with the SEC under CIK: 0001925420. The firm’s workforce size is not publicly disclosed.
Investment Strategy
Fiduciary Financial Group, LLC offers comprehensive, fee-based investment advisory services, including discretionary portfolio management tailored to each client's investment objectives and risk tolerance. The firm designs strategies based on regular consultations, ongoing monitoring, and may select third-party sub-advisors when needed. Its approach spans public equities, fixed income, ETFs, and—where suitable—private placements, with a focus on fiduciary duty and transparent advisory relationships. Investment choices are not limited to proprietary products, ensuring clients receive a broad selection of securities. The firm serves both retail and institutional investors, recommending portfolios designed to diversify risk and pursue long-term capital appreciation.
Top Holdings
Equity Positions (313)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 7.84% | $49.6M | 194,916 | $218.40 | $254.63 | +$11.2M |
S SCHO | SCHWAB STRATEGIC TR | 7.37% | $46.7M | 1,912,784 | $24.10 | $24.40 | +$3.6M |
S SGOV | ISHARES TR | 6.12% | $38.7M | 384,792 | $100.52 | $100.70 | +$12.6M |
D DFAC | DIMENSIONAL ETF TRUST | 4.35% | $27.5M | 713,164 | $33.01 | $38.57 | +$3.1M |
D DFIV | DIMENSIONAL ETF TRUST | 3.97% | $25.1M | 544,306 | $37.48 | $46.12 | +$3.1M |