BENEFIT FIDUCIARY GROUP LLC
  • BENEFIT FIDUCIARY GROUP LLC
  • SPHERIENT RETIREMENT LLC

Adviser Profile

As of Date 01/28/2026
Registration SEC, Approved, 05/07/2018
ADV Location RICHMOND, VA, United States
Contact Info 804 xxxxxxx
AUM* 529,431,293 13%
of that, discretionary 204,792,593 70%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 11,264,496 -11%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Pension and profit sharing plans

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

400M 343M 286M 229M 171M 114M 57M
2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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