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FIDUCIARY FIRST
Legal name: FIDUCIARY FIRST, LLC
CRD 150330File 801-72234
APPROVED
Filing as of Mar 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.46B
Top 25% of cohort (national)
Discretionary AUM
$2.46B
Clients
27
42 accounts
Employees
7
Top 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Apr 7, 2011
- Principal office
- 1060 MAITLAND CENTER COMMONS, SUITE 360, MAITLAND, FL, 32751
- Phone
- 407.740.6111
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.46B
- Discretionary AUM
- $2.46B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 42
- Non-discretionary accounts
- 0
- Total accounts
- 42
- AUM per client
- $91.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 27 | $2.46B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — VALUE OF PLAN ASSETS
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 4 | 7 | increased by3 |
| Apr 1, 2026 | Clients | 32 | 27 | decreased by5 |
| Apr 1, 2026 | AUM | $5,178,849,217 | $2,461,767,783 | decreased by$2,717,081,434 |
| Apr 1, 2026 | Accounts | 87 | 42 | decreased by45 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 4 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 99 | 32 | decreased by67 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,868,052,294 | $5,178,849,217 | increased by$1,310,796,923 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 99 | 87 | decreased by12 |
| Apr 1, 2022 | Clients | 78 | 99 | increased by21 |
| Apr 1, 2022 | AUM | $3,395,815,206 | $3,868,052,294 | increased by$472,237,088 |
| Apr 1, 2022 | Accounts | 78 | 99 | increased by21 |
| 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 FIRST” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FIDUCIARY FIRST” 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.