Fiduciary Benefits Group
- Regulatory AUM
- $1.1B
- Discretionary
- $1.0B
- Clients
- 309
- Avg AUM / client
- $3.4M
- Accounts
- 582
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Mar 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 66 | $17.8M | 1.67% |
| High net worth individuals | 122 | $139M | 13.1% |
| Pension and profit sharing plans | 121 | $905M | 84.9% |
| Charitable organizations | Fewer than 5 clients | $3.8M | 0.35% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Erisa Partners, Inc. Pooled Employer Plan Erisa Partners, Inc. | 2024 | |
| Paychex Pooled Employer 401(k) Plan Paychex Retirement Llc | 2024 | |
| Hazard Construction Company Retirement Plan Hazard Construction Company | 2024 | |
| Baldwin & Sons, Llc 401(k) Plan Baldwin & Sons, Llc | 2024 | |
| Apex Contracting And Restoration, Inc 401(k) Plan Apex Contracting And Restoration, Inc. | 2024 | |
| Bravo Concrete Construction Services, Inc. 401(k) Profit Sharing Plan Bravo Concrete Construction Services, Inc. Dba Bravo Concrete | 2024 | |
| Public Health Institute 403(b) Retirement Plan Public Health Institute | 2024 | |
| Saint Mary's Hall Defined Contribution Retirement Plan Saint Mary's Hall | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jackson Kaye Miller | Director | CFP | Jan 2023 (4y) | Less than 5% |
| Damian Jacques Dufour | Founder And Chief Compliance Officer | Mar 2023 (3y) | 75% or more | |
| Bradley Keith Johnston | Registered representative | CFP Chartered Financial Consultant | Jul 2023 (3y) | |
| Christopher Raymond Low | Registered representative | Jul 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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 (8)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Erisa Partners, Inc. Pooled Employer Plan | Erisa Partners, Inc. | 7,816 | $80.7M | 01/01/2024 |
| Paychex Pooled Employer 401(k) Plan | Paychex Retirement Llc | 621,703 | $1.8B | 01/01/2024 |
| Hazard Construction Company Retirement Plan | Hazard Construction Company | 171 | $26.8M | 01/01/2024 |
| Baldwin & Sons, Llc 401(k) Plan | Baldwin & Sons, Llc | 112 | $14.5M | 01/01/2024 |
| Apex Contracting And Restoration, Inc 401(k) Plan | Apex Contracting And Restoration, Inc. | 122 | $1.1M | 01/01/2024 |
| Bravo Concrete Construction Services, Inc. 401(k) Profit Sharing Plan | Bravo Concrete Construction Services, Inc. Dba Bravo Concrete | 135 | $2.4M | 01/01/2024 |
| Public Health Institute 403(b) Retirement Plan | Public Health Institute | 899 | $276M | 01/01/2024 |
| Saint Mary's Hall Defined Contribution Retirement Plan | Saint Mary's Hall | 316 | $24.9M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/15/2026 | 916 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
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Tiaa Cref Individual & Institutional Services, Llc $445M (42% of AUM) Mar 2026
- Charles Schwab & Co. $116M (11% of AUM) Mar 2026
- Empower Financial Services, Inc. $94.8M (9% of AUM) Mar 2026
- Paychex Securities Corporation $37.3M (7% of AUM) Sep 2023
- Voya Financial $21.0M (4% of AUM) Sep 2023
- Ascensus Broker Dealer Services, Llc $8.5M (2% of AUM) Sep 2023
- Cuna Brokerage Services, Inc. $5.5M (1% of AUM) Sep 2023
- Adp Broker Dealer, Inc. $1.3M (0% of AUM) Sep 2023
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 15, 2026.
View current Form ADV (SEC/IAPD) ↗