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| Keyboard |
| Fiduciary First LLC
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|---|---|
| CRD # | 150330 |
| SEC # | 801-72234 |
| CIK # | |
| AUM | 2.5 B (2026-03-26) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 407-740-6111 |
| Address | 1060 Maitland Center Commons Maitland, FL 32751 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 27 | 2.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 42 | 2.5 |
| By Discretionary | ||
| Discretionary | 42 | 2.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 42 | 2.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.5 | |
| Total | 42 | 2.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Comparable Firms | State | AUM |
|---|---|---|
|
Kensington Asset Management LLC
✚
|
TX | 2.6 B |
|
Commerce Investment Advisors Inc
✚
|
MO | 2.5 B |
|
Mackenzie Investments Asia Limited
✚
|
2.5 B | |
|
Locorr Fund Management LLC
✚
|
MN | 2.5 B |
|
Owl Ventures LLC
✚
|
CA | 2.5 B |
|
Domini Impact Investments LLC
✚
|
NY | 2.4 B |
|
Infrared Capital Partners US LLC
✚
|
NY | 2.4 B |
|
Longitude Capital Management Co LLC
✚
|
CA | 2.4 B |
|
Phoenix Asset Management Partners Limited
✚
|
2.4 B | |
|
Cendana Capital Management LLC
✚
|
CA | 2.4 B |