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FIDUCIARY CONSULTING GROUP

GREENWOOD VILLAGE, CO · CRD 149122 · IAPD ↗ · 303-333-7770

$14.73BRegulatory AUM
33Advisory reps
52Employees
333Clients
n/aPlanning clients
0Private funds
14States
4Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

37
May 2026 — FIDUCIARY CONSULTING GROUP notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
May 2026 — FIDUCIARY CONSULTING GROUP added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
April 2026 — FIDUCIARY CONSULTING GROUP shrank from 42 to 33 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
50
April 2026 — MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC is now doing business as FIDUCIARY CONSULTING GROUP.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
63
April 2026 — FIDUCIARY CONSULTING GROUP reported RAUM up 66% ($8.87B -> $14.73B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
August 2024 — MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC moved its main office from PORTLAND, OR to GREENWOOD VILLAGE, CO.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
45
August 2024 — MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
August 2024 — MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC crossed $1B in regulatory AUM ($644.7M -> $7.73B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
August 2024 — MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC grew from 10 to 41 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
43
July 2024 — MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC notice-filed in CO, LA, MO, NC, NY, PA, PR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2024 — MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC crossed $500M in regulatory AUM ($281.7M -> $644.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.