North Pier Fiduciary Management, Llc
- Regulatory AUM
- $1.3B
- Discretionary
- $893M
- Clients
- 39
- Avg AUM / client
- $32.7M
- Accounts
- 116
- Employees
- 15
AUM over time
Annual snapshots from Form ADV filings · as of Apr 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 9 | $13.5M | 1.06% |
| High net worth individuals | 15 | $66.9M | 5.24% |
| Pension and profit sharing plans | 15 | $1.2B | 93.7% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| The Homestead Retirement Plan The Homestead, L.C. | 2024 | |
| Gunster Retirement Savings Plan Gunster, Yoakley & Stewart, P.A. | 2024 | |
| Cox, Castle & Nicholson Llp Retirement Plan Cox, Castle & Nicholson Llp | 2024 | |
| Mapletree Us Management Llc Retirement Plan Mapletree Us Management Llc | 2024 | |
| Western Conference Of Teamsters Pension Plan Western Conference Of Teamsters Pension Trust Fund Board Of Trustees | Seattle, WA | 2024 |
| Kern Radiology Medical Group, Inc. 401(k) Retirement Plan Kern Radiology Medical Group, Inc. | 2024 | |
| M Aurora 401(k) Plan M Aurora Worldwide (Us) Lp | 2024 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brant Jackson Griffin | Member And Chief Compliance Officer | Oct 2008 (18y) | 50% – 75% | |
| James Ira Scheinberg | Member | Oct 2008 (18y) | 50% – 75% | |
| Frank Donald Szymanek | Registered representative | CFP | Feb 2022 (4y) | |
| Cole Alexander Murphy | Registered representative | Apr 2026 (0y) | ||
| Valeria Jaramillo Echeverria | Registered representative | Apr 2026 (0y) | ||
| Mason Hulce | Registered representative | CFP | Apr 2026 (0y) | |
| Gregory Dion Metzger | Registered representative | Apr 2026 (0y) |
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.
Retirement plans served (7)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| The Homestead Retirement Plan | The Homestead, L.C. | 0 | $281K | 04/01/2024 |
| Gunster Retirement Savings Plan | Gunster, Yoakley & Stewart, P.A. | 495 | $243M | 01/01/2024 |
| Cox, Castle & Nicholson Llp Retirement Plan | Cox, Castle & Nicholson Llp | 171 | $270M | 01/01/2024 |
| Mapletree Us Management Llc Retirement Plan | Mapletree Us Management Llc | 142 | $8.6M | 01/01/2024 |
| Western Conference Of Teamsters Pension Plan | Western Conference Of Teamsters Pension Trust Fund Board Of Trustees | 231,353 | $56.4B | 01/01/2024 |
| Kern Radiology Medical Group, Inc. 401(k) Retirement Plan | Kern Radiology Medical Group, Inc. | 55 | $13.8M | 01/01/2024 |
| M Aurora 401(k) Plan | M Aurora Worldwide (Us) Lp | 15 | $41.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/29/2026 | 962 KB | 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 businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $583M (46% of AUM) Apr 2026
- Sei Investments Distribution Co. $404M (19% of AUM) Feb 2022
- Principal Bank $364M (29% of AUM) Apr 2026
- Transamerica Financial Advisors, Inc $320M (15% of AUM) Feb 2022
- John Hancock Distributors Llc $236M (15% of AUM) Mar 2023
- State Street $232M (20% of AUM) Apr 2019
- Pruco Securities, Llc. $207M (10% of AUM) Feb 2022
- Wells Fargo $200M (17% of AUM) Apr 2019
- John Hancock Investment Management Distributors Llc $170M (15% of AUM) Jun 2020
- John Hancock Funds, Llc $140M (12% of AUM) Apr 2019
- Matrix Trust Company $132M (10% of AUM) Apr 2026
- Charles Schwab & Co. $112M (9% of AUM) Apr 2026
- Empower Financial Services, Inc. $24.6M (2% of AUM) Apr 2026
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: Apr 29, 2026.
View current Form ADV (SEC/IAPD) ↗