About Data Fiduciaries

Our name

Our name describes the duty of care an organization owes over the data entrusted to it, and the discipline of demonstrating that duty through evidence. The two halves matter equally: the obligation, and the proof that it was met.

Data Fiduciaries does not act as a fiduciary, trustee, or agent of any client or its data except as expressly agreed in writing.

What the firm does

The firm performs independent assessments and provides executive advisory. An engagement establishes where a program stands against the framework, regulation, or contract that applies to it, ranks what to do about the difference, and supports the leadership that carries it out.

Implementation remains with the client's own team or with providers the client chooses. Where a standard requires an independent auditor or assessor, that party issues the attestation. Both boundaries are deliberate: they are what allow an assessment to be relied on.

How we work

Engagements are led by senior practitioners who have carried executive responsibility for security programs. Findings are written to produce the evidence an auditor, a customer, a regulator, or a court will ask for. Controls and sequencing are fitted to the client's product, technology stack, and stage rather than taken from a template. Assessment, roadmap, audit readiness, and reassessment sit with one firm. Every engagement runs under a nondisclosure agreement and a master services agreement, and under privilege where counsel directs the work.

Where we work

The firm is based in the Dallas Fort Worth area of Texas and serves clients across the United States. Most engagements are delivered remotely, with on-site work where the engagement requires it.

Engagement terms

Every engagement is scoped individually. Work begins with a scoping conversation covering objectives, constraints, and deadlines, followed by a written statement of work defining scope, deliverables, and sequence. Every engagement is conflict-checked at intake, and both the firm and the prospective client retain the right to decline an engagement where the fit is not right.