Fiduciary Counselling Inc
- Regulatory AUM
- $10.1B
- Discretionary
- $4.4B
- Clients
- 1,761
- Avg AUM / client
- $5.7M
- Accounts
- 1,761
- Employees
- 87
AUM over time
Annual snapshots from Form ADV filings · as of Mar 17, 2026
Asset allocation (SMA assets by investment type)
as of Mar 17, 2026Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,002 | $659M | 6.55% |
| High net worth individuals | 643 | $8.2B | 81.4% |
| Investment companies | 3 | $5.7M | 0.06% |
| Charitable organizations | 25 | $468M | 4.65% |
| Other investment advisers | 1 | $3.7M | 0.04% |
| Corporations and other businesses | 87 | $738M | 7.34% |
People (27)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Burns, Ann, Barry | Director | Aug 2008 (18y) | Less than 5% | |
| Mckinley, Mary, Julie | President, Chief Executive Officer And Director | Feb 2011 (16y) | Less than 5% | |
| Weinstein, Steven, Barry | Director | Dec 2011 (15y) | Less than 5% | |
| Castellano, James, Guy | Director | Mar 2012 (14y) | Less than 5% | |
| Clifford, Shari, Lynn | Chief Financial Officer | Feb 2014 (13y) | Less than 5% | |
| Greiner Quiett, Elizabeth, Ann | Chief Operations Officer | Oct 2014 (12y) | Less than 5% | |
| Andrew Edward Lang | Chief Investment Officer | CFA | Nov 2020 (6y) | Less than 5% |
| Mitchell, Jason, Keith | Chief Compliance Officer | Mar 2021 (5y) | Less than 5% | |
| Lineberry, Douglas, Jay | Chief Trust Officer | Apr 2022 (4y) | Less than 5% | |
| Fields, Amy, G | Director | Dec 2023 (3y) | Less than 5% | |
| Christian Audrey Nielsen | Registered representative | CFA | Jan 2014 (13y) | |
| Elizabeth B. Van Hoever | Registered representative | CFP | Jan 2014 (13y) | |
| John H. Oberg | Registered representative | CFP | Jan 2014 (13y) | |
| Jeffrey R. Tolzin | Registered representative | CFP | Jan 2014 (13y) | |
| Karen Petersen Rau | Registered representative | Dec 2016 (10y) | ||
| Thomas W. Walsh | Registered representative | CFP | Feb 2017 (9y) | |
| John Joseph Keolker | Registered representative | CFP | Apr 2018 (8y) | |
| Meaghan E Brassey | Registered representative | CFP | Apr 2018 (8y) | |
| Adam J Tlusty | Registered representative | Aug 2018 (8y) | ||
| Liddy Marie Achter | Registered representative | Oct 2020 (6y) | ||
| Isaac Blaine Daugherty | Registered representative | Dec 2020 (6y) | ||
| Sean Patrick Deichert | Registered representative | CFP | Jan 2022 (5y) | |
| Jaclyn Steiger Roof | Registered representative | CFP | Jul 2022 (4y) | |
| Devon Mikala Sandhu | Registered representative | CFA | Nov 2023 (3y) | |
| Justin Lee Larson | Registered representative | CFP | Sep 2024 (2y) | |
| Michael Patrick Clancey | Registered representative | CFA | Jan 2025 (2y) | |
| Patrick Daniel Carotenuto | Registered representative | CFP | Mar 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Cassiopeia Holdings Company | Shareholder | Apr 2023 | A | 75% or more |
| Ties That Bind Purpose Trust | Shareholder | Apr 2023 | B | ≈ 56.25% – 100% via Cassiopeia Holdings Company |
| Fiduciary Services Company, Llc | Trustee | Apr 2023 | B | GP / trustee / elected manager of Ties That Bind Purpose Trust (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Ties That Bind Purpose Trust: 75% – 100% of Cassiopeia Holdings Company × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/17/2026 | 1.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- National Financial Services (Fidelity) $5.6B (56% of AUM) Mar 2026
- BNY Mellon $562M (10% of AUM) Mar 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 17, 2026.
View current Form ADV (SEC/IAPD) ↗