Fiducient Advisors Llc
SEC-registered
Institutional / Pension Advisor · Large ($10B–$100B)
CRD 106720
· SEC file 801-48820
· Chicago, IL
· www.youtube.com
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ADV data as of Jul 24, 2026
- Regulatory AUM
- $97.5B
- Discretionary
- $52.5B
- Clients
- 1,239
- Avg AUM / client
- $78.7M
- Accounts
- 1,241
- Employees
- 210
AUM over time
$4.8B
$97.5B
Dec 2011
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 24, 2026
Investments (13F portfolio — 139 positions, $764,985,070)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | CORE S&P500 ETF | $65,173,950 | 99,775 | 8.52% | 0.07% |
| 2 | Aon Plc | SHS CL A | $59,168,802 | 183,310 | 7.73% | 0.06% |
| 3 | Ishares Tr | MSCI EAFE ETF | $50,785,916 | 522,865 | 6.64% | 0.05% |
| 4 | Diamondback Energy Inc | COM | $47,100,239 | 238,133 | 6.16% | 0.05% |
| 5 | Paccar Inc | COM | $42,264,800 | 365,929 | 5.52% | 0.04% |
| 6 | Ishares Tr | CORE S&P SCP ETF | $35,661,724 | 286,877 | 4.66% | 0.04% |
| 7 | Vanguard Scottsdale Fds | INT-TERM CORP | $32,755,181 | 395,833 | 4.28% | 0.03% |
| 8 | Vanguard Scottsdale Fds | LG-TERM COR BD | $26,400,295 | 353,323 | 3.45% | 0.03% |
| 9 | Vanguard Index Fds | S&P 500 ETF SHS | $25,406,146 | 42,517 | 3.32% | 0.03% |
| 10 | Berkshire Hathaway Inc Del | CL B NEW | $21,733,637 | 45,354 | 2.84% | 0.02% |
| 11 | Ishares Inc | CORE MSCI EMKT | $19,720,758 | 282,735 | 2.58% | 0.02% |
| 12 | Ishares Tr | CRE U S REIT ETF | $17,461,518 | 295,008 | 2.28% | 0.02% |
| 13 | Ishares Tr | CORE US AGGBD ET | $16,668,862 | 167,914 | 2.18% | 0.02% |
| 14 | State Str Spdr S&P 500 Etf T | TR UNIT | $15,987,375 | 24,583 | 2.09% | 0.02% |
| 15 | Vanguard Index Fds | MID CAP ETF | $15,876,980 | 55,286 | 2.08% | 0.02% |
| 16 | Ishares Tr | EAFE VALUE ETF | $15,334,241 | 206,244 | 2.0% | 0.02% |
| 17 | Vanguard Index Fds | SM CP VAL ETF | $12,844,978 | 59,125 | 1.68% | 0.01% |
| 18 | Ishares Tr | CORE MSCI EAFE | $11,153,771 | 123,205 | 1.46% | 0.01% |
| 19 | Primo Brands Corporation | CLASS A COM SHS | $11,010,485 | 584,731 | 1.44% | 0.01% |
| 20 | Apple Inc | COM | $9,423,388 | 37,131 | 1.23% | 0.01% |
| 21 | Invesco Qqq Tr | UNIT SER 1 | $9,249,906 | 16,026 | 1.21% | 0.01% |
| 22 | World Gold Tr | SPDR GLD MINIS | $8,955,615 | 96,619 | 1.17% | 0.01% |
| 23 | Uber Technologies Inc | COM | $8,878,967 | 123,439 | 1.16% | 0.01% |
| 24 | Nvidia Corporation | COM | $7,596,673 | 43,556 | 0.99% | 0.01% |
| 25 | Vanguard Index Fds | SMALL CP ETF | $7,436,596 | 28,393 | 0.97% | 0.01% |
Top 25 of 139 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 171 | $39.3M | 0.04% |
| High net worth individuals | 518 | $33.1B | 33.9% |
| Pension and profit sharing plans | 205 | $46.8B | 48.0% |
| Charitable organizations | 341 | $17.5B | 17.9% |
| Corporations and other businesses | 4 | $133M | 0.14% |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| Houston Jewish Community Foundation EIN 760187329 | Houston, TX | 08/31/2024 |
| Uw Platteville Foundation Inc EIN 396051705 | Platteville, WI | 06/30/2024 |
| Community Foundation Of The Ozarks Inc EIN 237290968 | Springfield, MO | 06/30/2024 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C. Showing first 100 of 290.
People (78)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Steven Benoit | Manager, Treasurer | CFP | Jun 1998 (28y) | Less than 5% |
| Christopher Francis Kachmar | Chief Market Strategist | CFA | Apr 2020 (6y) | Less than 5% |
| Goldman, Michael, Nathan | Manager | Apr 2020 (6y) | Less than 5% | |
| Hilzenrath, Robert, Jay | Manager | Apr 2020 (6y) | Less than 5% | |
| Moo, Veronica, Ei Chun | Senior Vice President | Apr 2020 (6y) | Less than 5% | |
| Nelson, Carl, Edward | Manager | Apr 2020 (6y) | Less than 5% | |
| Sharoni, Elan, Jonathan | Manager | Apr 2020 (6y) | Less than 5% | |
| Spradley, Suzanne, F | Senior Vice President | Apr 2020 (6y) | Less than 5% | |
| Michael Edmond Goss | President, Managing Partner | Jan 2021 (6y) | Less than 5% | |
| Bailey, Sabrina, Marie | Chief Executive Officer | Jul 2023 (3y) | Less than 5% | |
| Brad Leighton Long | Chief Investment Officer | CFA | Jul 2023 (3y) | Less than 5% |
| Robert Allen Dimeo | Chairman | Jul 2023 (3y) | Less than 5% | |
| Papanikolaou, Evans | Chief Operating Officer, Secretary | Jun 2024 (2y) | Less than 5% | |
| White, Donna, Marie | Chief Compliance Officer | Dec 2024 (2y) | Less than 5% | |
| Jeffry David Benoit | Registered representative | Nov 2000 (26y) | ||
| Chad Allen Tischer | Registered representative | CFP | Apr 2009 (17y) | |
| Adam Paul Newell | Registered representative | CFP CFA | Apr 2015 (11y) | |
| Joseph Anthony Scime | Registered representative | CFP CFA | Apr 2015 (11y) | |
| Nicholas Paul Breit | Registered representative | CFP CFA | Apr 2015 (11y) | |
| Jonathon Jay Fellows | Registered representative | CFA | Apr 2015 (11y) | |
| Ahmed Osman Farruk | Registered representative | Mar 2018 (8y) | ||
| Barrett Rea Scott | Registered representative | Mar 2018 (8y) | ||
| David Michael Thome | Registered representative | CFP | Mar 2018 (8y) | |
| Sheena Effendi | Registered representative | Mar 2018 (8y) | ||
| Will Stratton Fisher | Registered representative | Mar 2018 (8y) | ||
| Altan Oriqilang Wuliji | Registered representative | CFP | May 2018 (8y) | |
| Michael Paul Emerson | Registered representative | CFP | May 2018 (8y) | |
| Christine Marie Jordan | Registered representative | CFP | Aug 2018 (8y) | |
| Joseph Samuel Cortese | Registered representative | Nov 2018 (8y) | ||
| Carol Flores Mcshera | Registered representative | Sep 2020 (6y) | ||
| Eileen Foley Allgrove | Registered representative | CFP | Jan 2021 (6y) | |
| Michael John Chase | Registered representative | Jan 2021 (6y) | ||
| Robert Hunter Lowry | Registered representative | CFA | Jan 2021 (6y) | |
| Ryan Thomas Gardner | Registered representative | Jan 2021 (6y) | ||
| Scott Gregory Boulton | Registered representative | Jan 2021 (6y) | ||
| Sean Mccaffery | Registered representative | Jan 2021 (6y) | ||
| Andrew Boris Salak | Registered representative | Jan 2021 (6y) | ||
| Anthony John Tranghese | Registered representative | CFA | Jan 2021 (6y) | |
| Christopher Jon Rowlins | Registered representative | Jan 2021 (6y) | ||
| Jeffrey Jules Capone | Registered representative | Jan 2021 (6y) | ||
| Joseph Anthony Diogostine | Registered representative | Jan 2021 (6y) | ||
| Karen Rose Paulson | Registered representative | Jan 2021 (6y) | ||
| Kathryn Jane Pizzi | Registered representative | CFA | Jan 2021 (6y) | |
| Matthew James Kaminski | Registered representative | CFA | Jan 2021 (6y) | |
| Matthew Tyson Smith | Registered representative | CFA | Jan 2021 (6y) | |
| Tyler B Polk | Registered representative | Jan 2021 (6y) | ||
| Devon Coyle Francis | Registered representative | Jan 2021 (6y) | ||
| Frank Locatell | Registered representative | CFP | Feb 2021 (5y) | |
| Gregory F. Adams | Registered representative | Chartered Financial Consultant | Mar 2021 (5y) | |
| Peter Douglas Nadeau | Registered representative | Mar 2021 (5y) | ||
| Theodore Michael Dawson | Registered representative | Mar 2022 (4y) | ||
| Eric Edward Ramos | Registered representative | CFA | Mar 2022 (4y) | |
| Leslie Ann Whitney | Registered representative | May 2022 (4y) | ||
| Michael Joseph Sustarsic | Registered representative | CFA | Aug 2022 (4y) | |
| Louis Michael Ressler | Registered representative | Jan 2023 (4y) | ||
| Kevin Patrick O'connell | Registered representative | CFA | Feb 2023 (3y) | |
| Venkata Shreya Canakapalli | Registered representative | CFA | Feb 2023 (3y) | |
| Brian Carlson | Registered representative | CFA | Apr 2023 (3y) | |
| Richard Andrew Carey | Registered representative | CFA | May 2023 (3y) | |
| Matthew John Fratini | Registered representative | Jun 2023 (3y) | ||
| Taylor John Furmanski | Registered representative | CFA | Sep 2023 (3y) | |
| Guadalupe Gomez | Registered representative | Jan 2024 (3y) | ||
| Brian Matthew White | Registered representative | Jan 2024 (3y) | ||
| Ryan Lewis Murphy | Registered representative | Jan 2024 (3y) | ||
| Timothy Chan Ng | Registered representative | Feb 2024 (2y) | ||
| Marycarmen Nevarez | Registered representative | Jun 2024 (2y) | ||
| Vincent Michael Smith | Registered representative | Jul 2024 (2y) | ||
| Stephen Walter Spencer | Registered representative | Aug 2024 (2y) | ||
| Dawuanta Do'juor Northern | Registered representative | CFP | Sep 2024 (2y) | |
| Brian Joseph Samuels | Registered representative | CFA | Oct 2024 (2y) | |
| Anthony Michael Novara | Registered representative | CFA | Jan 2025 (2y) | |
| Amanda Marie Phillips De Saverio | Registered representative | CFP | Jun 2026 (0y) | |
| Benjamin David Kille | Registered representative | CFP | Jun 2026 (0y) | |
| Eric Joseph Dostal | Registered representative | CFP | Jun 2026 (0y) | |
| Jay Anthony Czarapata | Registered representative | CFP | Jun 2026 (0y) | |
| Justin Nicolas Detray | Registered representative | Jun 2026 (0y) | ||
| Kevin Joseph Brady | Registered representative | CFP | Jun 2026 (0y) | |
| Bruce Robert Laning | Registered representative | CFA | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Fiducient Holdings, Llc | Owner | Nov 2014 | A | 75% or more |
| Nfp Intermdiate Holdings B Corp. | Owner | Jul 2013 | B | ≈ 42.19% – 100% via Nfp Corp. |
| Nfp Corp. | Member | Nov 2014 | B | ≈ 56.25% – 100% via Fiducient Holdings, Llc |
| Randolph Acquisition Corp. | Owner | Apr 2024 | B | ≈ 31.64% – 100% via Nfp Intermdiate Holdings B Corp. |
| Randolph Finance Unlimited Company | Owner | Apr 2024 | B | ≈ 23.73% – 100% via Randolph Acquisition Corp. |
| Aon, Plc | Owner | Apr 2024 | B | ≈ 17.8% – 100% via Randolph Finance Unlimited Company |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Nfp Intermdiate Holdings B Corp.: 75% – 100% of Nfp Corp. × 75% – 100% of Fiducient Holdings, Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Nfp Corp.: 75% – 100% of Fiducient Holdings, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Randolph Acquisition Corp.: 75% – 100% of Nfp Intermdiate Holdings B Corp. × 75% – 100% of Nfp Corp. × 75% – 100% of Fiducient Holdings, Llc × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Randolph Finance Unlimited Company: 75% – 100% of Randolph Acquisition Corp. × 75% – 100% of Nfp Intermdiate Holdings B Corp. × 75% – 100% of Nfp Corp. × 75% – 100% of Fiducient Holdings, Llc × 75% – 100% direct ≈ 23.73% – 100% of the firm
- Aon, Plc: 75% – 100% of Randolph Finance Unlimited Company × 75% – 100% of Randolph Acquisition Corp. × 75% – 100% of Nfp Intermdiate Holdings B Corp. × 75% – 100% of Nfp Corp. × 75% – 100% of Fiducient Holdings, Llc × 75% – 100% direct ≈ 17.8% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (100)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Iron Workers Local No. 67 Defined Contribution Fund | Iron Workers Local No. 67 Defined Contribution Fund | 727 | $42.2M | 12/01/2024 |
| Des Moines Iron Workers Pension Trust | Des Moines Iron Workers Pension Trust Board Of Trustees | 236 | $82.3M | 12/01/2024 |
| Rider University Defined Contribution Retirement Plan | Rider University | 919 | $325M | 09/01/2024 |
| The Pension Trust Estate For Shopmen's Local Union No. 473 | Bd Trustees Pn Tr Estate Local 473 | 0 | $6.6M | 07/01/2024 |
| Machinery Movers, Riggers & Mach. Erect. Local 136 Defined Contribution Retirement Fund | Trstees Mach Mvrs,Riggers&Mach Erec Local 136 Def. Cont. Retire. Fund | 931 | $46.2M | 07/01/2024 |
| Brooks School Dc Retirement Plan | Brooks School | 171 | $66.7M | 07/01/2024 |
| Stevenson University, Inc. Retirement Savings Plan | Stevenson University, Inc. | 1,124 | $118M | 07/01/2024 |
| Hawkeye Pension Plan | Hawkeye Insurance Association | 491 | $129M | 07/01/2024 |
| Judge Baker Children's Center Retirement And Tda Plan | Judge Baker Children's Center | 293 | $48.7M | 07/01/2024 |
| Witt/Kieffer Inc. Savings & Profit Sharing Plan & Trust | Witt/Kieffer Inc. | 288 | $96.8M | 07/01/2024 |
| Latin School Of Chicago Retirement Plan | Latin School Of Chicago | 241 | $111M | 07/01/2024 |
| Francis W. Parker School Defined Contribution Retirement Plan | Francis W. Parker School | 239 | $86.0M | 07/01/2024 |
| Machinery Movers, Riggers & Mach. Erect. Local 136 Supplemental Retirement Plan | Trstees Mach Mvrs,Riggers&Mach Erec Local 136 Supplemental Retire. Pla | 173 | $68.2M | 07/01/2024 |
| P & M Holding Group, Llp & Affiliated Entities Pension Plan | P & M Holding Group, Llp | 1,131 | $250M | 07/01/2024 |
| P & M Holding Group, Llp & Affiliated Entities Tax Savings Plan | P & M Holding Group, Llp | 3,703 | $747M | 07/01/2024 |
| Iowa Builders Retirement Plan | Executive Board Of The Iowa Builders Retirement Plan | 435 | $74.6M | 07/01/2024 |
| Ibew Local 347 Retirement And 401(k) Plan | Ibew Local No. 347 & Iowa Chapter Of Neca, Joint Board Of Trustees | 3,410 | $432M | 06/01/2024 |
| Interlochen Center For The Arts Retirement Plan | Interlochen Center For The Arts | 475 | $45.8M | 06/01/2024 |
| Wisconsin Glaziers & Glassworkers Money Purchase Fund | Wisconsin Glaziers & Glassworkers Money Purchase Fund | 503 | $88.4M | 06/01/2024 |
| Painters And Allied Trades Dc82 Defined Contribution Pension Plan | Trustees Of Painters And Allied Trades Dc82 Defined Contribution Pensi | 3,034 | $272M | 06/01/2024 |
| Connecticut Hospital Association And Affiliates Pension Plan | Connecticut Hospital Association | 19 | $23.9M | 05/01/2024 |
| American Optical Corporation Retirement Plan | Vista Capital Llc | 0 | $0 | 04/01/2024 |
| Miner Enterprises Pension Plan | Miner Enterprises, Inc | 311 | $48.3M | 04/01/2024 |
| Miner Enterprises Profit Sharing Plan | Miner Enterprises, Inc | 311 | $69.8M | 04/01/2024 |
| Walters Wholesale Electric Co. 401 (K) Retirement Plan | Walters Wholesale Electric Co. | 0 | $0 | 04/01/2024 |
Top 25 of 100 plans by assets.
From Form 5500 service-provider disclosures.
Foundations & charities (3)
| Organization | Type | Assets | As of |
|---|---|---|---|
| Houston Jewish Community Foundation | Public charity | $261M | 08/31/2024 |
| Uw Platteville Foundation Inc | Public charity | $63.6M | 06/30/2024 |
| Community Foundation Of The Ozarks Inc | Public charity | $480M | 06/30/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.47 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $24.4B (25% of AUM) Mar 2026
- U.S. Bank $17.2B (18% of AUM) Mar 2026
- Fidelity Investments $7.3B (7% of AUM) Mar 2026
- Northern Trust $3.7B (10% of AUM) Apr 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 24, 2026.
View current Form ADV (SEC/IAPD) ↗