Fiduciary Alliance LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of the close of business on September 30, 2026. The filing indicates that the firm manages a portfolio consisting of 503 separate equity positions.
The report, signed by Susan Harvell, the firm's Chief Compliance Officer, lists the total value of the firm's equity holdings as $1,326,704,791. The filing was submitted to the SEC on October 13, 2026.
The report identifies Fiduciary Alliance LLC's principal place of business as 135 S Main Street Suite 600, Greenville, SC 29601. The firm's Central Index Key (CIK) is 1326704791.
