Fiduciary Capital Stratford, LLC is a large advisory firm based in Gainesville. It manages $100.2 million of regulatory assets for 317 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of Florida, Georgia, Louisiana, and 3 other states.
Fiduciary Capital Stratford provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Fiduciary Capital Stratford, LLC is $100.2 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Fiduciary Capital Stratford, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Fiduciary Capital Stratford, LLC performs its advisory services is located at 211 Forrest Avenue, Gainesville, GA 30501 The mailing address of the firm is P.O. Box 5966, Gainesville, GA 30504. An additional office of the firm is in Sugar Hill, GA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 770-534-6046 or by fax 770-534-4266. The normal business hours are 8:30 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at jtstratford.com.