Fiduciary Experts Llc
- Regulatory AUM
- $986M
- Discretionary
- $596M
- Clients
- 75
- Avg AUM / client
- $13.1M
- Accounts
- 89
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of May 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 46 | $4.6M | 0.46% |
| Pension and profit sharing plans | 6 | $257M | 26.1% |
| State or municipal government entities | 23 | $724M | 73.5% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Heritage 401(k) Plan Heritage Companies, Llc | Downey, CA | 2024 |
| Longwood Management Corporation 401(k) Savings Plan Longwood Management Corporation | 2024 | |
| Cordoba Corporation 401(k) Plan Cordoba Corporation | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Maribel Larios Thomas | Ceo | Feb 2008 (19y) | 75% or more | |
| Eddie Larios Gonzalez | Registered representative | Dec 2021 (5y) | ||
| Emmy Larios | Registered representative | Jan 2025 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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 (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Heritage 401(k) Plan | Heritage Companies, Llc | 772 | $34.2M | 04/01/2024 |
| Longwood Management Corporation 401(k) Savings Plan | Longwood Management Corporation | 7,155 | $96.8M | 01/01/2024 |
| Cordoba Corporation 401(k) Plan | Cordoba Corporation | 490 | $44.0M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/19/2026 | 961 KB | 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
- • Hourly charges
- • Fixed 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
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Brokerage Services $255M (26% of AUM) May 2026
- Icma Rc Services, Llc $122M (14% of AUM) Feb 2025
- National Financial Services (Fidelity) $97.3M (11% of AUM) Feb 2025
- Voya Financial $8.3M (1% of AUM) Feb 2025
- Lincoln Financial Group Trust Company, Inc. $5.1M (1% of AUM) Feb 2025
- Charles Schwab & Co. $4.8M (0% of AUM) May 2026
- The Vanguard Group, Inc. $2.3M (0% of AUM) May 2026
- Nationwide Life Insurance Company $11.2K (0% of AUM) Feb 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: May 19, 2026.
View current Form ADV (SEC/IAPD) ↗