FIDUCIARY FIRST

Maitland, United States · CRD 150330

SEC-registered investment adviser since 2011 · limited liability company. It files no 13F, so there are no holdings to show.

Assets managed$2.5bn
Main clients (by assets)Pension plans 100%
Form ADV · 2026-03-26SEC adviser record

Kindinstitutions
Others nearbyAliso Viejo, CA, Maitland, FL, Plainview, NY, Bethesda, MD, Minneapolis, MN, Charlotte, NC
FamilyWealthspire Retirement, LLC · 4 related pages · largest: Wealthspire Retirement, LLC

As an employer

Staff (Form ADV)7 · 7 in investment roles
Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Maitland, FL (main office)United States	United States	about 6
Aliso Viejo, CAUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.