The Fiduciary Alliance

Overview

The Fiduciary Alliance is an SEC registered investment adviser based in Greenville, SC, registered since 2016. It reports $2.5B in assets under management across 9,155 accounts, with 76 employees. It has 49 investment adviser representatives.

Reported AUM

$2.5B

Discretionary

98%

Accounts

9,155

Average account

$276K

Employees

76

Advisory reps

49

Registered since

2016

Jurisdictions

43

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Other clients
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges, Percentage of Assets and Performance-Based Fees

Executive officers 3 of 3

• Brian James Boughner Chief Compliance Officer CRD 4152328
• Gregory Miller Towner Chief Investment Officer CRD 3262601
• Susan S Harvell Chief Compliance Officer CRD 4442833

Advisory reps 3 of 49

• Lori C. Avant Investment Adviser Rep CRD 1133785
• Christopher L Balcerowiak Insurance Agent · Investment Adviser Rep CRD 1568743
• Brian James Boughner Investment Adviser Rep CRD 4152328

46 more advisory reps, with emails, phones and branch locations

Location

Headquarters

135 S Main St Ste 600
Greenville, SC 29601

County

Greenville

Metro area

Greenville-Anderson, SC

Region

South

Registrations

• SEC registered
• Registered in 43 jurisdictions
• Website: stewardshipinv.com

Every state, with registration dates

Similar firms near Greenville

• Foster VictorGreenville, SC$2.6B AUM
• Discipline Wealth Solutions, Inc.Greenville, SC$747M AUM
• Wealth Management Advisors, LLCGreenville, SC$686M AUM
• Global View Investment Advisors, LLCGreenville, SC$554M AUM
• Match Grade AdvisorsGreenville, SC$479M AUM