# BENEFIT FIDUCIARY GROUP LLC

BENEFIT FIDUCIARY GROUP LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 291252
- **SEC file number:** 801-113176
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/291252

## About

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.

## 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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Last updated: 2026-06-03T20:00:00.000Z

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