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FIDUCIARY TRUST INTERNATIONAL, LLC
CRD 124062File 801-62001
APPROVED
Retail clients
Custody
Filing as of Dec 22, 2025
Feed vintage Aug 17, 2026
Regulatory AUM
$7.67B
Top 10% of cohort (national)
Discretionary AUM
$7.12B
Non-discretionary $549.9M
Clients
69
483 accounts
Employees
50
Top 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Apr 17, 2003
- Principal office
- 55 OLD BEDFORD RD, SUITE 302, LINCOLN, MA, 01773
- Phone
- 781-274-9300
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $7.67B
- Discretionary AUM
- $7.12B
- Non-discretionary AUM
- $549.9M
- Discretionary accounts
- 470
- Non-discretionary accounts
- 13
- Total accounts
- 483
- AUM per client
- $111.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 62 | $6.02B |
| Pooled investment vehicles | 7 | $695.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 76 | 69 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.

