CRD: 124062
Fiduciary Trust International, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Apex · Citibank · Fidelity/NFS · Fiduciary Trust · Goldman Sachs · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-17-2003
- Office Locations
- 2
Office Locations
About Fiduciary Trust International, LLC
Fiduciary Trust International, LLC is a Lincoln-based RIA with 2 offices. The firm has been operating for 23 years. Managing $7.7B in total assets under management, with 23 advisory representatives. They custody assets with Apex and Citibank.
Reported data analysis
What the numbers show
Between December 23, 2024 and December 22, 2025, reported AUM increased 21.3%, from $6.3B to $7.7B.
Across 5 reported observations, AUM increased 17.4% between December 10, 2021 and December 22, 2025, from $6.5B to $7.7B.
Of the latest reported AUM, 92.8% is discretionary and 7.2% is non-discretionary.
The firm reports 23 advisory representatives and 77 clients, or 3.3 clients per representative. That equates to $99.6M in reported AUM per client.
The profile lists 2 reported office locations and 23 years in operation. The source data was last updated on December 22, 2025. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Fiduciary Trust International, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Accredited Investors
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full Fiduciary Trust International, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
REBECCA ELISE GOMPPER
Chief Compliance Officer, Director
- CRD
- --
- Ownership
- Less than 5%
KATHARINE MARSHALL HUNTINGTON
MANAGING DIRECTOR
- CRD
- #5626060
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
Unlock allContacts
KATHERINE DUFFY BURKE
Senior Portfolio Manager
- CRD
- #5322910
Alex William Chown
Vice President
- CRD
- #7174891
Showing 2 of 18 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,120,715,835 | $15,150,459 |
| Non-Discretionary | $549,866,473 | $42,297,421 |
| Total | $7,670,582,308 | $15,881,123 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Fiduciary Trust International, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Fiduciary Trust International, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
Continue browsing