Fiduciary Counselors Inc.

Overview

Fiduciary Counselors Inc. is an SEC registered investment adviser based in Washington, DC, registered since 1999. It reports $20.3B in assets under management across 13 accounts, with 8 employees.

Reported AUM

$20.3B

Discretionary

97%

Accounts

13

Average account

$1.6B

Employees

8

Registered since

1999

Jurisdictions

1

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Hourly Charges

Executive officers 3 of 3

• Thomas E O'Connor Director, President, Chief Executive Officer CRD 6473212
• Kathryn A Ricard Chief Compliance Officer CRD 6777336
• John Stephen Caflisch Director, Senior Vice President, General Counsel CRD 6045892

Location

Headquarters

700 12th St NW Ste 700
Washington, DC 20005

County

District of Columbia

Metro area

Washington-Arlington-Alexandria, DC-VA-MD-WV

Region

South

Registrations

• SEC registered
• Registered in 1 jurisdiction
• Website: fiduciarycounselors.com

Every state, with registration dates

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