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BENEFIT FIDUCIARY GROUP LLC
BENEFIT FIDUCIARY GROUP LLC is an SEC-registered investment adviser in RICHMOND, VA, registered since 2018. The firm manages $529 million in assets, with $205...
BENEFIT FIDUCIARY GROUP LLC
BENEFIT FIDUCIARY GROUP LLC is an SEC-registered investment adviser in RICHMOND, VA, registered since 2018. The firm manages $529 million in assets, with $205 million on a discretionary basis. It has 2 employees and 2 investment advisers.
General information
Firm type
RIA
Frequently asked questions
Is BENEFIT FIDUCIARY GROUP LLC a fiduciary?
Yes. As a registered investment adviser (RIA), the firm is legally required to act as a fiduciary, meaning it must put client interests ahead of its own. This obligation is established under the Investment Advisers Act of 1940 (per SEC, public record).
Does BENEFIT FIDUCIARY GROUP LLC disclose its AUM?
No. The firm does not publish an AUM figure in public sources or regulatory filings as of mid-2026.
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