Adviser Record

Fiduciary Counselors Inc.

Registered investment adviser · Washington, DC · CRD #111827

Form ADV data as of 2026-09-01
Regulatory assets
$20.35 billion
Total accounts
13
Employees
8
Disclosure events
2

Firm details

Disciplinary disclosures

This firm reports 1 disclosure question answered Yes, covering 2 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.

Assets and accounts

Provides continuous and regular supervisory or management servicesYes
Discretionary regulatory assets under management$19.78 billion
Non-discretionary regulatory assets under management$569.7 million
Total regulatory assets under management$20.35 billion
Discretionary accounts12
Non-discretionary accounts1
Total accounts13
Regulatory assets under management attributable to non-U.S. persons$0

People

Total employees (excluding clerical)8
Employees performing investment advisory functions (including research)6
Employees who are registered representatives of a broker-dealer0
Employees registered as investment adviser representatives with a state0
Employees registered as IARs for another investment adviser0
Employees who are licensed insurance agents0
Firms or persons who solicit advisory clients on the firm's behalf0

Custody

Has custody of client cash or bank accountsNo
Has custody of client securitiesNo
A related person has custody of client cash or bank accountsNo
A related person has custody of client securitiesNo
The firm acts as a qualified custodianNo
A related person acts as a qualified custodianNo

How the firm is compensated

Hourly 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)

Client types

Type of clientClientsAssets
Pension and profit sharing plans (not the participants or government plans)13$20.35 billion