Investment adviser · CRD 150330
FIDUCIARY FIRST
Investment adviser filing (IA)
FIDUCIARY FIRST, LLC
MAITLAND, FL, United States · Form ADV filed Mar 26, 2026
- Regulatory AUM
- $2.46B Form ADV · Item 5.F
- Client accounts
- 42 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 27 | $2,461,767,783 | 100.0% |
Filing source
Form ADV 2081832 · Mar 26, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 26, 2026. View historical filings
Reported services
Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1060 MAITLAND CENTER COMMONS, SUITE 360MAITLAND, FL, 32751, United States
CRD 150330
Filing source
Form ADV 2081832 · Mar 26, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.