BENEFIT FIDUCIARY GROUP LLC
Adviser information for BENEFIT FIDUCIARY GROUP LLC last updated from Form ADV on January 19th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Virginia, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 19 | $120.2M |
| Non-Discretionary | 18 | $347.0M |
| Total | 37 | $467.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 37 | $467.2M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPension consulting services |
|---|---|
| Compensation | % of AUMHourly charges |
Identifiers
| SEC RIA File Number | 801-113176 |
|---|---|
| SEC ERA File Number | 801-113176 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 291252 |
| Legal Entity Identifier | None |
Principal Office
6802 PARAGON PLACESUITE 126
RICHMOND
VA
United States
Monday - Friday, 8:30 AM - 5:00 PM
Tel: 804-457-2309, Fax: 800-385-2303
Chief Compliance Officer
GEORGE R. BRICKLEY III
MANAGING PARTNER
6802 PARAGON PLACE
SUITE 126
RICHMOND
VA
United States
Tel:
804-457-2309
Fax:
800-385-2303
B********@************M
(Full email address available in API data)
Industry Affiliates
| SPHERIENT ADVISORS LLC | Insurance company or agency |
| SPHERIENT INSURANCE LLC | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BRICKLEY, GEORGE, RICHARD | Individual | – | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, AND CHIEF EXECUTIVE OFFICER | 04/1998 | > 75% |