← Directory

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 typeClientsAUM
High net worth individuals62$6.02B
Pooled investment vehicles7$695.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 17, 2026Clients7669
Aug 12, 2026RegistrationAPPROVED

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.