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FIDUCIARY GLOBAL ADVISORS

Advisory

FL

Data as of Jan 24, 2026 · Source: SEC Form ADV

Rank in FL

#1,607

of 2,610 advisers by AUM

Average account

$1M

across 39 accounts

AUM per adviser

$51M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 24, 2026.

Total AUM

$51M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$51M

Discretionary AUM$51M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients21

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL

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

21 clients

15 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 FL

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

CANTU TACTICAL WEALTH MANAGEMENT, INC.

$51M

CLARITY FINANCIAL DESIGN LLC

$51M

SENTINEL ADVISORY CORP

FERNANDINA BEACH, FL

$51M

FERNANDEZ WEALTH MANAGEMENT, LLC

$51M

SAPPHIRE WEALTH CONSULTING, INC.

PONTE VEDRA BEACH, FL

$52M

ARBOGAST FINANCIAL ADVISORS, LLC

$51M

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