SourcingSourcing

FIDUCIARY MANAGEMENT GROUP, LLC

A76
CRD 136612·SEC 801-77646·NEW YORK, NY
AUM
$70.7M
$25M-$100M
Est. Revenue
$707K
@ 1% on AUM
Est. EBITDA
$212K
@ 30% margin
Est. Deal Value
$1.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FIDUCIARY MANAGEMENT GROUP, LLC
CRD
136612
SEC file #
801-77646
EIN
—
DBA names
—

Economics

AUM
$70.7M
AUM band
$25M-$100M
AUM trajectory
'20'26
$39.4M → $70.7M▲ +80%
Client mix
Individuals Other37
Individuals High Net Worth15

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
1 advisors → 1 advisors▬ 0%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsOther Advisory Services
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/04/2026
ADV-W filed at
—
Website
fmgwealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
THORNTON, IVAN, TYRONE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
THORNTON, IVAN, TYRONE
PROKO, ELENI
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
FMGWEALTH.COM
Rdap Domain Creation Date
2005-05-05T21:53:55Z
Rdap Firm Age Years
21
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
17
Form 5500 Total Compensation
4,263,436
Form 5500 Compensation Trajectory 3y
20254,168,634
202694,802
Form 5500 Plan Count Trajectory 3y
202516
20261
Schedule C Total Compensation
4,263,436
Schedule C Service Provider Rows
17

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2031-05-05T21:53:55Z
Rdap Domain Last Changed
2026-05-06T10:15:37Z
Rdap Nameservers
Ns27.domaincontrol.comNs28.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1520963
Trust Company Affiliate
No

People (2)

2
THORNTON, IVAN, TYRONE
IAR · Direct Owner · 87.5%
1520963
PROKO, ELENI
Executive Officer · 2.5%
1968743