FIDUCIENT ADVISORS LLC

CRD

106720

SEC file #

801-48820

EIN

460454087

DBA names

—

Economics

AUM

$97.54B

AUM band

$1B+

AUM trajectory

'20 · $13.94B

'21 · $19.12B

'22 · $28.30B

'23 · $37.88B

'25 · $67.64B

'26 · $97.54B

'20'26

$13.94B → $97.54B▲ +600%

sec adv history

Client mix

Individuals High Net Worth	518
Charitable Organizations	341
Pension Profit Sharing Plans	205
Individuals Other	171
Corporations	4

Operations

Employees (total)

210

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 58 advisors

'21 · 61 advisors

'22 · 89 advisors

'23 · 92 advisors

'25 · 82 advisors

'26 · 78 advisors

'20'26

58 advisors → 78 advisors▲ +34%

sec adv history

Primary office

CHICAGO IL

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses

Fee basis

% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing

03/30/2026

ADV-W filed at

—

Website

fiducientadvisors.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

WEALTHSPIRE US PARENT, LLC

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

WEALTHSPIRE US PARENT, LLC

GOSS, MICHAEL, EDMOND

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

FIDUCIENTADVISORS.COM

Rdap Domain Creation Date

2020-10-12T16:10:59Z

Rdap Firm Age Years

Rdap Firm Age Band

5-10y

Rdap Registrar

GoDaddy Corporate Domains, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Yes

Form 5500 Plan Count

383

Form 5500 Total Compensation

18,423,335

Form 5500 Compensation Trajectory 3y

2025	16,831,050
2026	1,592,285

Form 5500 Plan Count Trajectory 3y

2025	346
2026	37

Schedule C Total Compensation

18,423,335

Schedule C Service Provider Rows

383

SEC EDGAR

Edgar Cik

0001384042

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2008-02-12

Edgar Last Filing Date

2026-05-14

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-14

Accession0001062993-26-002606

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
Fidelity	4
E*trade	4

adv brochure

Edgar Addresses

Mailing

401 EAST EIGHTH STREET, SUITE 319SIOUX FALLS, SD 57103

Business

401 EAST EIGHTH STREET, SUITE 319SIOUX FALLS, SD 57103

Edgar EIN

460454087

Edgar Recent Filings

13F-HR2026-05-14 · 0001062993-26-002606

13F-HR2026-02-11 · 0001062993-26-000798

Fee Schedule

Bracket Ix	41
Bracket X	16
Bracket I	14
Bracket Vi	11
Bracket Iv	8

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2026-10-12T16:10:59Z

Rdap Domain Last Changed

2025-10-29T17:11:31Z

Rdap Nameservers

Ns07.gcd-dns.comNs08.gcd-dns.com

Rdap Secure Dns Enabled

Rdap Status

Client Transfer Prohibited

Trust Company Affiliate

IAR · Executive Officer · 2.5%

People (58)

GOSS, MICHAEL, EDMOND

2557044

KACHMAR, CHRISTOPHER, FRANCIS

IAR · Executive Officer · 2.5%

1775832

HILZENRATH, ROBERT, JAY

1869935

LAMENA, MICHAEL, ANTHONY

2797064

LONG, BRAD, Leighton

5358362

Moceri, Lisa, Marie

8209719

MOO, VERONICA, EI CHUN

5867442

NELSON, CARL, EDWARD

2243802

SCHNEIDER, BRETT, RONALD

5636953

YU, BRIAN, J