FIDUCIARY FIRST, LLC
Legal name: FIDUCIARY FIRST
CRD #150330 SEC #801-72234 MAITLAND, FL 407.740.6111
SEC Registered
Total AUM
$5.2B
Discretionary
$3.9B
Employees
4
Clients
0
Accounts
87
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $5.2B | $3.9B | $1.3B | 4 | 0 |
| Nov 2025 | $5.2B | $3.9B | $1.3B | 4 | 0 |
| Nov 2025 | $5.2B | $3.9B | $1.3B | 4 | 0 |
| Mar 2025 | $5.2B | $3.9B | $1.3B | 4 | 0 |
| Mar 2025 | $5.2B | $3.9B | $1.3B | 4 | 0 |
| May 2024 | $3.3B | $2.4B | $944.1M | 4 | 0 |
| May 2024 | $3.3B | $2.4B | $944.1M | 4 | 0 |
| Mar 2024 | $3.3B | $2.4B | $944.1M | 4 | 0 |
| Mar 2023 | $2.8B | $1.9B | $876.9M | 8 | 0 |
| Mar 2022 | $3.9B | $2.5B | $1.4B | 8 | 0 |
| Mar 2021 | $3.4B | $2.2B | $1.2B | 8 | 0 |
| Apr 2020 | $2.8B | $2.1B | $690.2M | 12 | 0 |
| Apr 2020 | $2.8B | $2.1B | $690.2M | 12 | 0 |
| Mar 2019 | $3.5B | $2.3B | $1.2B | 12 | 0 |
| Feb 2019 | $2.5B | $1.5B | $1B | 12 | 0 |
| Dec 2018 | $2.5B | $1.5B | $1B | 12 | 0 |
| Mar 2018 | $2.5B | $1.5B | $1B | 12 | 0 |
| Mar 2017 | $1.2B | $1.2B | $0 | 12 | 26 |
| Mar 2016 | $289.5M | $289.5M | $0 | 9 | 26 |
| Jun 2011 | $0 | $0 | $0 | 10 | -- |
| Mar 2011 | $0 | $0 | $0 | 10 | -- |
DateNov 2025
Total AUM$5.2B
Discretionary$3.9B
Non-Disc.$1.3B
Employees4
Clients0
DateNov 2025
Total AUM$5.2B
Discretionary$3.9B
Non-Disc.$1.3B
Employees4
Clients0
DateNov 2025
Total AUM$5.2B
Discretionary$3.9B
Non-Disc.$1.3B
Employees4
Clients0
DateMar 2025
Total AUM$5.2B
Discretionary$3.9B
Non-Disc.$1.3B
Employees4
Clients0
DateMar 2025
Total AUM$5.2B
Discretionary$3.9B
Non-Disc.$1.3B
Employees4
Clients0
DateMay 2024
Total AUM$3.3B
Discretionary$2.4B
Non-Disc.$944.1M
Employees4
Clients0
DateMay 2024
Total AUM$3.3B
Discretionary$2.4B
Non-Disc.$944.1M
Employees4
Clients0
DateMar 2024
Total AUM$3.3B
Discretionary$2.4B
Non-Disc.$944.1M
Employees4
Clients0
DateMar 2023
Total AUM$2.8B
Discretionary$1.9B
Non-Disc.$876.9M
Employees8
Clients0
DateMar 2022
Total AUM$3.9B
Discretionary$2.5B
Non-Disc.$1.4B
Employees8
Clients0
DateMar 2021
Total AUM$3.4B
Discretionary$2.2B
Non-Disc.$1.2B
Employees8
Clients0
DateApr 2020
Total AUM$2.8B
Discretionary$2.1B
Non-Disc.$690.2M
Employees12
Clients0
DateApr 2020
Total AUM$2.8B
Discretionary$2.1B
Non-Disc.$690.2M
Employees12
Clients0
DateMar 2019
Total AUM$3.5B
Discretionary$2.3B
Non-Disc.$1.2B
Employees12
Clients0
DateFeb 2019
Total AUM$2.5B
Discretionary$1.5B
Non-Disc.$1B
Employees12
Clients0
DateDec 2018
Total AUM$2.5B
Discretionary$1.5B
Non-Disc.$1B
Employees12
Clients0
DateMar 2018
Total AUM$2.5B
Discretionary$1.5B
Non-Disc.$1B
Employees12
Clients0
DateMar 2017
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees12
Clients26
DateMar 2016
Total AUM$289.5M
Discretionary$289.5M
Non-Disc.$0
Employees9
Clients26
DateJun 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--