Data / Investment advisers / Florida / Fiduciary First
Fiduciary First, Maitland, FL: $2.5 billion AUM, SEC registered investment adviser
Fiduciary First is an SEC registered investment adviser with its main office in Maitland, Florida and reports $2.5 billion in regulatory assets under management in its Form ADV filed March 26, 2026. Its clients include pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 150330
- SEC file number
- 801-72234
- SEC status
- Approved, effective April 7, 2011
- Legal name
- Fiduciary First, LLC
- Main office
- 1060 Maitland Center Commons Suite 360, Maitland, FL 32751
- Phone
- (407) 740-6111
- Regulatory AUM
- $2,461,767,783 in the Form ADV filed March 26, 2026
- Discretionary AUM
- $2,461,767,783
- Accounts
- 42
- Employees
- 7, of which 7 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, other fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 26, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 27 | $2.46 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $2.46 billion | March 26, 2026 |
| December 1, 2025 | $5.18 billion | November 25, 2025 |
Other advisers in Maitland
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Timothy Partners, LTD. | Maitland | $2.86 billion | Not listed | adviserinfo.sec.gov |
| Alternative Investment Advisors, LLC | Maitland | $385.9 million | Not listed | adviserinfo.sec.gov |
| Carpenter, Claydon Advisors, Inc. | Maitland | $294.9 million | Not listed | adviserinfo.sec.gov |
| Delta Capital Management, LLC | Maitland | $277.4 million | Not listed | adviserinfo.sec.gov |
| Rd Lewis Wealth Management | Maitland | $256.8 million | Not listed | adviserinfo.sec.gov |
| Ironclad Investments LLC | Maitland | $217.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Maitland, FL
- Investment advisers in Florida
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pension and profit sharing plans
- Fiduciary First on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.