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FIDUCIARY TRUST INTERNATIONAL, LLC
CRD 124062File 801-62001
APPROVED
Retail clients
Custody
Filing as of Dec 22, 2025
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 76 | 69 | decreased by7 |
| Jan 1, 2026 | Clients | 73 | 76 | increased by3 |
| Jan 1, 2026 | AUM | $6,324,878,192 | $7,670,582,308 | increased by$1,345,704,116 |
| Jan 1, 2026 | Accounts | 469 | 483 | increased by14 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 40 | 50 | increased by10 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 58 | 73 | increased by15 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $5,833,753,515 | $6,324,878,192 | increased by$491,124,677 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 499 | 469 | decreased by30 |
| Apr 1, 2022 | Employees | 43 | 40 | decreased by3 |
| Apr 1, 2022 | Clients | 54 | 58 | increased by4 |
| Apr 1, 2022 | AUM | $6,534,669,405 | $5,833,753,515 | decreased by$700,915,890 |
| Apr 1, 2022 | Accounts | 474 | 499 | increased by25 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FIDUCIARY TRUST” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FIDUCIARY TRUST” may also match similarly-named firms). Confirm identity against each filing.
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.