FS
Fiduciary Solutions Llc
State-registered
Investment Adviser
CRD 332247
· Roseville, CA
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ADV data as of May 19, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 563
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 484 | $0 | — |
| High net worth individuals | 79 | $0 | — |
| Pension and profit sharing plans | Fewer than 5 clients | $0 | — |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Daniel Shiek Ahmad | Registered representative | CFP | Oct 2024 (2y) | |
| James Robert Files | Registered representative | Oct 2024 (2y) | ||
| Jeffery Adam Hardin | Registered representative | Oct 2024 (2y) |
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) | 05/19/2026 | 1.42 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
- • Other fees
- • SELECTION OF OTHER ADVISER FEES
Services
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 19, 2026.
View current Form ADV (SEC/IAPD) ↗