Key facts
- Fiduciary Counselling is a family office based in Saint Paul, Minnesota.
- The team roster lists 1 person.
- Fiduciary Counselling reports $21.7M in regulatory assets under management, per its SEC Form ADV (2026-03).
About Fiduciary Counselling
Fiduciary Counselling is a Single-Family Office based in Saint Paul, United States. Established in 1941, it is an SEC Registered Investment Advisor that provides discretionary and non-discretionary investment services consistent with the individual needs and objectives of each client account. It also provides accounting, trust and tax services, financial and investment services, and estate planning in consultation with the client's legal counsel. The assets of the firm are governed by the executive management team.
Registered with the SEC
Form ADV · 2026-03 · CRD 104753- Regulatory AUM
- $21.7M
- Private fund assets
- —
- Private funds
- —
- Staff
- 87
- Registered office
- ST PAUL, MN
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as FIDUCIARY COUNSELLING INC).
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Portfolio
No portfolio companies for Fiduciary Counselling are on record yet. Positions surface from round participations, filings, and coverage.
Partners, principals, and the people who answer a pitch. Pro members reveal contacts with credits.
Frequently asked
- What is Fiduciary Counselling's AUM?
- Fiduciary Counselling manages approximately $9K in assets.