Fiduciary Financial Group, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 285681
- SEC number
- 801-121655
- Firm type
- RIA
- Assets under management
- $1.1B as of Jun 10, 2026
- Website
- www.linkedin.com/COMPANY/17900343 ↗
- Phone
- 415-352-1100
- Address
- 1101 Fifth Avenue, San Rafael, CA, 94901
Advisors at this firm
10 in our index · page 1 of 1
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Shayne Kayel CooperCRD 7219226 · Rohnert Park, CAIA Registered
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Richard Lloyd DaveyCRD 6009302 · Boise, IDIA Registered
-
Benjamin Britton FookesCRD 7460556 · Boise, IDIA Registered
-
Gavin Aldecoa GamboaCRD 6780254 · Boise, IDIA Registered
-
Carson InglinCRD 7395262 · Boise, IDIA Registered
-
Christopher Joseph MooreCRD 6536527 · Boise, IDIA Registered
-
Cassidy MurphyCRD 6735935 · Arvada, COIA RegisteredRegistration inactive
-
Jacqueline Halo RoweCRD 2464478 · San Rafael, CAIA RegisteredRegistration inactive
-
Trevor Patrick ScottoCRD 6736091 · San Rafael, CAIA Registered
-
Thomas Whitney VogelheimCRD 1855108 · San Rafael, CAIA Registered
1–10 of 10
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 285681 ↗
FINRA BrokerCheck record for firm CRD 285681 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.