Fiduciary Consulting Group

Registered investment adviser · Greenwood Village, CO · CRD #149122

Form ADV data as of 2026-09-01

Regulatory assets

$14.73 billion

Total accounts

Employees

Disclosure events

Firm details

Website: https://www.linkedin.com/company/institutional-consulting-solution
Telephone: 303-333-7770
SEC file number: 801-69938
Most recent Form ADV filing: 2026-08-20
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 2 disclosure questions answered Yes, covering 4 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

Another regulator found a violation of investment-related regulations or statutes
Another regulator entered an order in connection with investment-related activity (past 10 years)

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$14.73 billion
Non-discretionary regulatory assets under management	$0
Total regulatory assets under management	$14.73 billion
Discretionary accounts	70
Non-discretionary accounts	0
Total accounts	70
Regulatory assets under management attributable to non-U.S. persons	$0

People

Total employees (excluding clerical)	52
Employees performing investment advisory functions (including research)	33
Employees who are registered representatives of a broker-dealer	0
Employees registered as investment adviser representatives with a state	25
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	0
Firms or persons who solicit advisory clients on the firm's behalf	1

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

A percentage of assets under managementHourly chargesFixed fees (other than subscription fees)

Advisory services offered

Portfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)Educational seminars/workshopsOther

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerOther investment adviser (including financial planners)Registered security-based swap dealerCommodity pool operator or commodity trading advisorFutures commission merchantBanking or thrift institutionTrust companyInsurance company or agencyPension consultantSponsor, general partner, or managing member of pooled investment vehicles

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Provides employee compensation specifically for obtaining clients

Client types

Type of client	Clients	Assets
Pension and profit sharing plans (not the participants or government plans)	46	$13.06 billion
Charitable organizations	8	$941.2 million
State or municipal government entities (including government pension plans)	16	$728.0 million