Fiduciary First is an SEC registered investment adviser organized as a limited liability company with a primary office location in Maitland, FL. Its latest Form ADV filing, dated March 26, 2026, reports $2.5B in regulatory assets under management, 7 employees, 1 office, and 42 accounts.
Assets Under Management
$2.5B
Employees
7
Offices
1 office
Total Clients
27
Primary office
MAITLAND, FL
1060 MAITLAND CENTER COMMONS, SUITE 360, MAITLAND, FL, United States
Top client segmentPension Plans represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pension Plans
100.0%
27
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.5Bas of March 26, 2026
Discretionary100.0%
$2.5B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.5B
Total Accounts42
10Y AUM Change+$1.3B (+109.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee4:1
10Y Employee Change-5 (-41.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.