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MC

Michael S. Caruana

FIDUCIARY CAPITAL MANAGEMENT
THE VILLAGES,, FL
CRD#: 8280050
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MC
Michael Sam CaruanaFIDUCIARY CAPITAL MANAGEMENT

Professional summary

Michael Sam Caruana, who also goes by Michael Sam Caruuana, is a registered financial advisor currently at FIDUCIARY CAPITAL MANAGEMENT LLC located in The Villages,, Florida.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Michael has worked at 1 firm and has passed the Series 65 and SIE exams.

At a Glance

Always Fiduciary

Aliases

Michael Sam Caruuana

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Sam Caruana's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 18, 2026 - Present

FIDUCIARY CAPITAL MANAGEMENT LLC

RIA
CRD#: 340618
THE VILLAGES,, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(6/18/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/28/2026
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/13/2025
Securities Industry Essentials Examination

Current Firm

FC
FIDUCIARY CAPITAL MANAGEMENT LLC
FIDUCIARY CAPITAL MANAGEMENT LLC | FIDUCIARY CM

CRD#: 340618 / SEC#: 801-135523

RIA
Registered Investment Advisory firm - (3/12/2026 120-Day Approval)
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Contact information

Main Address
1621 Central Ave, Cheyenne, WY 82001
Mailing Address
Phone number
(503) 515-1313
Established
Firm type
Fiscal year end
# of Employees
1

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIDUCIARY CAPITAL MANAGEMENT LLC (2/8/2026)

Regulatory assets under management

Total Number of Accounts1
AUM (Assets Under Management)$ 5,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FIDUCIARY CAPITAL MANAGEMENT LLC

CRD#: 340618The Villages,, FL

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