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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).
What services does BENEFIT FIDUCIARY GROUP LLC offer?
The firm likely provides investment management, financial planning, and advisory services to institutional clients and high-net-worth individuals. Exact offerings are not publicly detailed.
Who owns or controls BENEFIT FIDUCIARY GROUP LLC?
Ownership details are not publicly disclosed. Public filings may identify a controlling member or manager, but no named principals appear in available records.
Where is BENEFIT FIDUCIARY GROUP LLC located?
A specific headquarters address is not publicly available. The firm is registered as a US-based entity, likely operating from a single office.
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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