Fiduciary Financial Group, LLC

Overview

Fiduciary Financial Group, LLC is an SEC registered investment adviser based in San Rafael, CA, registered since 2016. It reports $1.1B in assets under management across 1,607 accounts, with 9 employees. It has 9 investment adviser representatives.

Reported AUM

$1.1B

Discretionary

99%

Accounts

1,607

Average account

$699K

Employees

9

Advisory reps

9

Registered since

2016

Jurisdictions

10

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 3

• Richard Lloyd Davey Managing Member CRD 6009302
• Christopher Joseph Moore Chief Compliance Officer CRD 6536527
• Trevor Patrick Scotto Member CRD 6736091

Advisory reps 3 of 9

• Shayne Kayel Cooper Investment Adviser Rep CRD 7219226
• Richard Lloyd Davey Investment Adviser Rep CRD 6009302
• Benjamin Britton Fookes Investment Adviser Rep CRD 7460556

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

Location

Headquarters

1101 5th Ave Ste 305
San Rafael, CA 94901

County

Marin

Metro area

San Francisco-Oakland-Berkeley, CA

Region

West

Registrations

• SEC registered
• Registered in 10 jurisdictions
• Website: ffgwealth.com

Every state, with registration dates

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