Benefit Fiduciary Group Llc
- Regulatory AUM
- $529M
- Discretionary
- $205M
- Clients
- 47
- Avg AUM / client
- $11.3M
- Accounts
- 47
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Jan 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 47 | $529M | 100.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Crossroads Community Services Board Profit Sharing Plan Crossroads Community Services Board | Farmville, VA | 2024 |
| Crossroads Community Services Board Matching Tax Deferred Savings Plan Crossroads Community Services Board | Farmville, VA | 2024 |
| Tsrc, Inc. Savings & Investment Plan Tsrc, Inc. | Ashland, VA | 2024 |
| Rrs Foodservice 401(k) And Profit Sharing Plan J. L. Culpepper & Company, Inc. | 2024 | |
| James River Air Conditioning Company 401(k) Profit Sharing Plan James River Air Conditioning Company | 2024 | |
| United Methodist Family Services Of Virginia, Inc. 401(k) Profit Sharing United Methodist Family Services Of Virginia | 2024 | |
| Virginia Farm Bureau Companies Employees' 401(k) Plan Virginia Farm Bureau | 2024 | |
| Vetevolve 401(k) Plan Vetevolve Holdings, Llc | 2024 | |
| Breeden Mechanical, Inc. Profit Sharing Plan Breeden Mechanical, Inc. | 2024 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| George Richard Brickley | Managing Member, Chief Compliance Officer, And Chief Executive Officer | Apr 1998 (28y) | 75% or more | |
| Alexandra Cheryl Pino | Registered representative | Apr 2021 (5y) |
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 (9)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Crossroads Community Services Board Profit Sharing Plan | Crossroads Community Services Board | 162 | $8.6M | 07/01/2024 |
| Crossroads Community Services Board Matching Tax Deferred Savings Plan | Crossroads Community Services Board | 179 | $6.0M | 07/01/2024 |
| Tsrc, Inc. Savings & Investment Plan | Tsrc, Inc. | 518 | $39.3M | 01/01/2024 |
| Rrs Foodservice 401(k) And Profit Sharing Plan | J. L. Culpepper & Company, Inc. | 113 | $8.3M | 01/01/2024 |
| James River Air Conditioning Company 401(k) Profit Sharing Plan | James River Air Conditioning Company | 171 | $15.2M | 01/01/2024 |
| United Methodist Family Services Of Virginia, Inc. 401(k) Profit Sharing | United Methodist Family Services Of Virginia | 293 | $18.8M | 01/01/2024 |
| Virginia Farm Bureau Companies Employees' 401(k) Plan | Virginia Farm Bureau | 1,004 | $229M | 01/01/2024 |
| Vetevolve 401(k) Plan | Vetevolve Holdings, Llc | 849 | $9.6M | 01/01/2024 |
| Breeden Mechanical, Inc. Profit Sharing Plan | Breeden Mechanical, Inc. | 212 | $10.8M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/28/2026 | 1.03 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
- • Hourly charges
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Vanguard Marketing Corporation $145M (27% of AUM) Jan 2026
- Fidelity Brokerage Services $127M (24% of AUM) Jan 2026
- Mml Investors Services, Llc $75.7M (20% of AUM) Jan 2023
- T. Rowe Price Investment Services, Inc. $74.3M (14% of AUM) Jan 2026
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: Jan 28, 2026.
View current Form ADV (SEC/IAPD) ↗