Benefit Fiduciary Group LLC
Benefit Fiduciary Group LLC is an SEC-registered ria in Richmond, VA with $529.4M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Benefit Fiduciary Group LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 291252, SEC 801-113176, data through 2026-01-28.
- AUM (assets under management / regulatory AUM)
- $529.4M (2026-01-28)
- Firm type
- Ria
- Location
- Richmond, VA
- Employees
- 2
- Clients
- 47
- CRD
- 291252
- Ownership
- BRICKLEY, GEORGE, RICHARD
How much AUM does Benefit Fiduciary Group LLC have?
Benefit Fiduciary Group LLC reported $529.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-28).
Who owns Benefit Fiduciary Group LLC?
Disclosed owners and executives of Benefit Fiduciary Group LLC include BRICKLEY, GEORGE, RICHARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.