{
  "crd_number": 124062,
  "slug": "fiduciary-trust-international-llc-lincoln-ma-124062",
  "primary_business_name": "FIDUCIARY TRUST INTERNATIONAL, LLC",
  "legal_name": "FIDUCIARY TRUST INTERNATIONAL, LLC",
  "dbas": [],
  "city": "Lincoln",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2003-04-17",
  "years_registered": 23,
  "period": "2026-10-01",
  "filing_date": "2025-12-22",
  "carried_forward": false,
  "raum_total": 7670582308.0,
  "raum_discretionary": 7120715835.0,
  "raum_non_discretionary": 549866473.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 50,
  "advisory_employees": 23,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 955296439.0,
      "count": 7,
      "description": "INSTITUTIONAL CLIENTS"
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 0.0,
      "count": 0
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 6019552437.0,
      "count": 62
    },
    "pooled_investment_vehicles": {
      "raum": 695733432.0,
      "count": 7
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "MA",
    "NY"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/124062",
  "city_as_filed": "LINCOLN",
  "url": "https://advisorcensus.com/firm/fiduciary-trust-international-llc-lincoln-ma-124062",
  "display_name": "Fiduciary Trust International, LLC",
  "summary": "Fiduciary Trust International, LLC is an SEC-registered investment advisory firm in Lincoln, MA, registered since 2003, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated December 22, 2025.",
  "citation": "AdvisorCensus. Fiduciary Trust International, LLC (CRD 124062): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Fiduciary Trust International, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Fiduciary Trust International, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Fiduciary Trust International, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated December 22, 2025 states: Asset-based fee: 0.25% to 1% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Fiduciary Trust International, LLC located?",
      "a": "Fiduciary Trust International, LLC's principal office is in Lincoln, MA, according to its Form ADV; the January 2026 filing also lists 3 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Fiduciary Trust International, LLC registered with the SEC or a state?",
      "a": "Fiduciary Trust International, LLC is an SEC-registered investment advisory firm, registered since 2003. Status as filed: Approved. CRD 124062."
    },
    {
      "q": "How much does Fiduciary Trust International, LLC manage?",
      "a": "Fiduciary Trust International, LLC reports $7,670,582,308 in regulatory assets under management in its Form ADV filing dated December 22, 2025 (93% discretionary)."
    },
    {
      "q": "How have Fiduciary Trust International, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Fiduciary Trust International, LLC: Regulatory assets under management: $6,534,669,405 in the October 2021 data and $7,670,582,308 in the October 2026 data, up 17%. Total employees: 43 in October 2021 and 50 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Fiduciary Trust International, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (62); pooled investment vehicles (other than investment companies and business development companies) (7); other (7)."
    },
    {
      "q": "Which custodians does Fiduciary Trust International, LLC use?",
      "a": "Fiduciary Trust International, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Fiduciary Trust International, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/124062"
    },
    {
      "q": "What changed in Fiduciary Trust International, LLC's recent Form ADV filings?",
      "a": "In the January 2026 filing data: Employees performing advisory functions went from 25 to 23. Regulatory assets under management went from $6,324,878,192 to $7,670,582,308 (+21%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 6534669405.0,
      "total_employees": 43,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 5833753515.0,
      "total_employees": 40,
      "filing_date": "2022-09-21"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 5224573345.0,
      "total_employees": 48,
      "filing_date": "2023-09-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 5464877027.0,
      "total_employees": 46,
      "filing_date": "2024-02-12"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 6324878192.0,
      "total_employees": 50,
      "filing_date": "2025-02-10"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 7670582308.0,
      "total_employees": 50,
      "filing_date": "2025-12-22"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Employees performing advisory functions went from 25 to 23.",
        "Regulatory assets under management went from $6,324,878,192 to $7,670,582,308 (+21%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated December 22, 2025",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.25% to 1% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "$150,000",
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.25% to 1% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "FTI charges its advisory clients (other than the FTI Private Funds and the Sub- Advisory Clients) an investment advisory fee for portfolio management services that are typically based upon a percentage of assets under management and in most instances range from 0.25% to 1.00%."
        ]
      },
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $150,000"
        ],
        "quotes": [
          "The minimum annual investment advisory fee for portfolio management services is typically $150,000 and may be waived from time to time."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.25,
        1.0
      ],
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": 150000.0,
      "planning": []
    },
    "quotes": [
      "FTI charges its advisory clients (other than the FTI Private Funds and the Sub- Advisory Clients) an investment advisory fee for portfolio management services that are typically based upon a percentage of assets under management and in most instances range from 0.25% to 1.00%.",
      "The minimum annual investment advisory fee for portfolio management services is typically $150,000 and may be waived from time to time."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/fiduciary-trust-international-llc-lincoln-ma-124062.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 62,
      "fewer_than_5": false,
      "raum": 6019552437.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 7,
      "fewer_than_5": false,
      "raum": 695733432.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 7,
      "fewer_than_5": false,
      "raum": 955296439.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/124062",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}