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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-06-2015
- Office Locations
- 1
Office Locations
About First Fidelity Group LLC
First Fidelity Group LLC is a Birmingham-based RIA. The firm has been operating for 11 years. Managing $7.3M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 74 clients, or 74 clients per representative. That equates to $98.9K in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on January 14, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
MARK ROBERT MIEHLE
MANAGING DIRECTOR, President
- CRD
- #5855372
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,314,929 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,314,929 | -- |
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Separately Managed Accounts
SMA allocation detail is available
First Fidelity Group LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.