Benefit Fiduciary Group LLC
Registered investment adviser · Richmond, VA · CRD #291252
Form ADV data as of 2026-09-01Regulatory assets
$529.4 million
Total accounts
47
Employees
2
Disclosure events
0
Firm details
- Telephone: 804-457-2309
- SEC file number: 801-113176
- Most recent Form ADV filing: 2026-01-28
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $204.8 million |
| Non-discretionary regulatory assets under management | $324.6 million |
| Total regulatory assets under management | $529.4 million |
| Discretionary accounts | 31 |
| Non-discretionary accounts | 16 |
| Total accounts | 47 |
| Regulatory assets under management attributable to non-U.S. persons | $0 |
People
| Total employees (excluding clerical) | 2 |
| Employees performing investment advisory functions (including research) | 2 |
| Employees who are registered representatives of a broker-dealer | 0 |
| Employees registered as investment adviser representatives with a state | 2 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 2 |
| Firms or persons who solicit advisory clients on the firm's behalf | 0 |
Custody
| Has custody of client cash or bank accounts | No |
| Has custody of client securities | No |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | No |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
How the firm is compensated
Advisory services offered
Affiliated related persons
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Pension and profit sharing plans (not the participants or government plans) | 47 | $529.4 million |