Michelle Learish – DRAFT

Investment Advisor Representative

Direct: XXXXXX

Email: alearish@FiduciaryCM.com
Michelle Learish Personal Profile (ADV2b)

Michelle Learish is an Investment Adviser Representative with Fiduciary Capital Management LLC. Michelle works with clients across the United States through a fully virtual advisory model, providing personalized guidance, ongoing portfolio oversight, retirement planning, risk management, and wealth preservation strategies tailored to each client’s unique needs. Her approach is centered on fiduciary responsibility, transparency, and long-term relationships built on trust and results.

“My goal is to help clients make confident financial decisions by creating clear, practical strategies that protect what they’ve built and position them for long-term success. Planning should bring clarity and peace of mind—not complexity.” — Michelle Learish


Client Focus

Michelle works with a diverse group of clients, including:

  • Working persons needing assistance on managing thier 401k accounts
  • Individuals and families seeking long-term wealth planning
  • Professionals approaching retirement
  • Business owners and entrepreneurs
  • High-net-worth households seeking portfolio oversight
  • Investors seeking disciplined financial planning and portfolio structure

Advisory Services

As an Investment Advisor Representative, Michelle may provide clients with:

  • Investment portfolio review and recommendations
  • Retirement planning strategies

Advisory Investment Accounts

The firm provides Professional Money management for all listed account types. We work with many of the top money managers (Fidelity, Vanguard, State Street, etc) in the world to help position your  account for success based on your individual goals.

  • 401k plans
  • Traditional IRA
  • SEP IRA
  • Roth IRA
  • Managed Investment Portfolios

Regulatory Information

Antonio Gonzales is registered as an Investment Advisor Representative of Fiduciary Capital Management LLC, a registered investment adviser. Additional regulatory and disclosure information is available through the following documents:

Fiduciary Capital Management LLC

Fiduciary Capital Management LLC provides independent investment advisory services to individuals and institutions. The firm operates under a fiduciary standard, placing the interests of clients first and providing objective financial guidance designed to support long-term financial goals.

Investment advisory services offered through Fiduciary Capital Management LLC, a registered investment adviser. Registration with the SEC or state securities authorities does not imply a certain level of skill or training. Past performance does not guarantee future results. All investments involve risk, including possible loss of principal. Michelle Learish is an Investment Adviser Representative (“IAR”) with Fiduciary Capital Management LLC, (“Fiduciary CM”), a U.S. Securities and Exchange Commission-registered investment adviser.