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BENEFIT FIDUCIARY GROUP LLC

RICHMOND, VA · CRD 291252 · IAPD ↗ · 804-457-2309

$529.4MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
February 2026 — BENEFIT FIDUCIARY GROUP LLC crossed $500M in regulatory AUM ($466.6M -> $529.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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