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Fiduciary Investment Consultants, LLC (Monroe)


Fiduciary Investment Consultants, LLC is a related adviser based in Monroe. It manages $20.29 million of regulatory assets for 148 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Louisiana and Texas.

Fiduciary Investment Consultants 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 prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Fiduciary Investment Consultants: assets under management

The assets under management (AUM) of Fiduciary Investment Consultants, LLC is $20.29 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1570% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $20.29 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $137.09 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fiduciary Investment Consultants, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 6 indirect owners.

Name Entity Date acquired Ownership Employer ID
Inc. C. Louis Ray Holding company 1 Jul 2002 50% - 75% 47-0879062
Inc. Kenneth G. Vines Holding company 1 Jul 2002 50% - 75% 47-0879059
Charles Louis Ray President 1 Aug 2002 75% - 100% 1836197
Kenneth Gus Vines President 1 Aug 2002 75% - 100% 2343438
David Moseley Oliver Elected manager 1 Jan 2007 Other 2886112
Iii J. Thomas Simms Elected manager 1 Jan 2007 Other 4488498

Based in Monroe

The principal office where Fiduciary Investment Consultants, LLC performs its advisory services is located at 1890 Hudson Circle, Monroe, LA 71201, which is also the mailing address of the firm. An additional office of the firm is in Shreveport, LA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 318-323-3752 or by fax 318-387-4511. The normal business hours are 8:00 p.m. - 5:00 p.m. on Monday - Friday.


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