# Fiduciary Trust International, LLC

> 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.

- CRD: 124062
- Filed as: FIDUCIARY TRUST INTERNATIONAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lincoln, MA
- Filing period: October 2026
- Form ADV filing dated: December 22, 2025
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/124062
- AdvisorCensus page: https://advisorcensus.com/firm/fiduciary-trust-international-llc-lincoln-ma-124062

## Quick answers

**How is Fiduciary Trust International, LLC compensated?**
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).

**How much does Fiduciary Trust International, LLC charge?**
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.

**Where is Fiduciary Trust International, LLC located?**
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).

**Is Fiduciary Trust International, LLC registered with the SEC or a state?**
Fiduciary Trust International, LLC is an SEC-registered investment advisory firm, registered since 2003. Status as filed: Approved. CRD 124062.

**How much does Fiduciary Trust International, LLC manage?**
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).

**How have Fiduciary Trust International, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Fiduciary Trust International, LLC serve?**
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).

**Which custodians does Fiduciary Trust International, LLC use?**
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.

**Does Fiduciary Trust International, LLC report any disciplinary disclosures?**
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

**What changed in Fiduciary Trust International, LLC's recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated December 22, 2025)

- Asset-based fee: 0.25% to 1% a year (a range, as the brochure states it)

> 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%.

- Minimum annual fee: $150,000

> The minimum annual investment advisory fee for portfolio management services is typically $150,000 and may be waived from time to time.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $7,670,582,308
- Discretionary: $7,120,715,835
- Non-discretionary: $549,866,473

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 62 | $6,019,552,437 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 7 | $695,733,432 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 7 | $955,296,439 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2003 (23 years)
- Employees: 50 total, 23 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, MA, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the January 2026 filing
- Boca Raton, FL
- New York, NY
- San Mateo, CA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $6,534,669,405 | 43 | March 31, 2021 |
| October 2022 | $5,833,753,515 | 40 | September 21, 2022 |
| October 2023 | $5,224,573,345 | 48 | September 28, 2023 |
| October 2024 | $5,464,877,027 | 46 | February 12, 2024 |
| October 2025 | $6,324,878,192 | 50 | February 10, 2025 |
| October 2026 | $7,670,582,308 | 50 | December 22, 2025 |

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.

## Changes in the filing (last 12 months)

### January 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fiduciary Trust International, LLC (CRD 124062): Form ADV filing data as of October 2026.