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FIDUCIARY BENEFITS GROUP

· CRD 326204 · IAPD ↗ · fiduciarybenefitsgroup.com · 844-967-8491

$1.07BRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — FIDUCIARY BENEFITS GROUP crossed $1B in regulatory AUM ($843.4M -> $1.07B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
December 2025 — FIDUCIARY BENEFITS GROUP notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2025 — FIDUCIARY BENEFITS GROUP notice-filed in AZ, LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2025 — FIDUCIARY BENEFITS GROUP reported RAUM up 29% ($651.5M -> $843.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
August 2024 — FIDUCIARY BENEFITS GROUP notice-filed in ID.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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