The Fiduciary Group LLC

The Fiduciary Group LLC, also known as THE FIDUCIARY GROUP, LLC, is a limited liability company based in DE. With 13 employees, including 8 in advisory roles, the firm's number of clients served remains unknown. However, its SEC status is reported as approved with a registration date recorded on May 13, 2015.

• FOCUS OPERATING, LLC

  MEMBER (MANAGER) owns 75% or more

• JOEL PHILIP GOODMAN

  CHIEF INVESTMENT OFFICER owns less than 5%

• MALCOLM LEE BUTLER

  PRESIDENT AND CEO owns less than 5%

• SCOTT BRIAN MCGHIE

  DIRECTOR OF RESEARCH AND PORTFOLIO MANAGEMENT owns less than 5%

• SHANON R ROYAL

  CHIEF COMPLIANCE OFFICER owns less than 5%

• FOCUS FINANCIAL PARTNERS INC.

  MEMBER owns 75% or more

• FOCUS FINANCIAL PARTNERS, LLC

  MEMBER owns 75% or more

• SOUND VIEW WEALTH ADVISORS GROUP, LLC
• Chatham Capital Group Inc
• Minis & Co Inc
• Investment Performance Services LLC
• Ables Iannone Moore & Associates Inc
• Sound VIEW Wealth Advisors LLC
• First City Capital Management Inc

• Changes in Fiduciary Trust Co Q3 2022 vs. Q4 2022 13F Holdings: Analyzing the Top Gainers and Losers

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