RIA Intel›Advisers›Georgia›FIDUCIARY CAPITAL, INC.

FIDUCIARY CAPITAL, INC.

Advisory

GAINESVILLE, GA

Data as of Apr 14, 2026 · Source: SEC Form ADV

Rank in GA

#549

of 607 advisers by AUM

Average account

$118K

across 576 accounts

AUM per adviser

$17M

4 advisers

Source: SEC Form ADV. Figures as filed Apr 14, 2026.

Total AUM

$68M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$68M

Discretionary AUM$68M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients298

Team

Total Employees5

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureOther (specify)

Fiscal Year EndDecember

Operates InAZ, FL, GA, SC, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

298 clients

33 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

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BAUGH & ASSOCIATES, LLC

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RIVERSIDE INVESTMENT MANAGEMENT, INC.

$66M

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