RIA Intel›Advisers›District of Columbia›FIDUCIARY COUNSELORS INC.

FIDUCIARY COUNSELORS INC.

Advisory

N·WASHINGTON, DC

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM

$20.3B

1-Year AUM Growth

-7.5%

3-Year CAGR

-6.8%

Employees

6

Assets Under Management

Total AUM$20.3B

Discretionary AUM$19.8B

Non-Discretionary AUM$570M

Discretionary %97.2%

Total Clients—

Team

Total Employees6

Investment Advisers8

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record28

First FilingApr 1, 2002

Latest FilingMar 31, 2026

🔒 Full AUM trend chart and 28 historical filings spanning 24+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on FIDUCIARY COUNSELORS INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.