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First Fiduciary Investment Counsel INC

First Fiduciary Investment Counsel INC. CRD 111144

First Fiduciary Investment Counsel INC logo

CRD: 111144

First Fiduciary Investment Counsel INC

Cleveland, OH, 44131
2166439100
www.firstfiduciary.com
$565.5M Total AUM
$565.5M Disc. AUM
4.9% 3Y CAGR
5 Employees
276 ADV. Clients
50 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Stifel
Clients
Retail and Institutional
Platforms
Fusion wave
Established Date
07-01-1976
Office Locations
1

Office Locations

6100 OAK Tree Blvd. Suite 185 Cleveland OH

About First Fiduciary Investment Counsel INC

First Fiduciary Investment Counsel is an employee-owned, independent RIA founded in 1975 focused solely on investment management. The firm provides conservative, disciplined portfolio management that balances risk and opportunity for individuals and institutions including nonprofits, foundations, retirement plans, and financial intermediaries. Portfolios are primarily ETF-based, with Schwab as a key custodian, and results are reported under GIPS standards.

Team overview

40 AVG AGE
$188.5M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
11 yrs AVG TENURE
5 Employees
3 Advisory Reps
4 RIA Reps
50yrs Firm Age

Insights

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Asset Classes

Radial Oak Timber meridian

Custodian

Wave

Investment Themes

Meridian Fusion capital Quantum zenith

Investment Vehicles

Ember North focus

Services

Optima timber Focus North Vector Prime Prime Fusion glacier

Technology

Foundation

Owner & Executives

M

MARY FRANCES ANDERSON

President

CRD
#4369629
Ownership
50% but less than 75%
(870) 807-1228
unison.signal@momentumcapital.com
in linkedin.com/in/matrix-value
W

WILLIAM STONE HENRY

Chief Operating Officer

CRD
#5630947
Ownership
50% but less than 75%
(792) 572-5283
radial.foundation@insightcapital.com
in linkedin.com/in/foundation-oak
A

Alpha frontier

Unison optima

CRD
#74627
Ownership
14.3%
(984) 347-5889
pioneer.focus@optimacapital.com
in linkedin.com/in/zenith-horizon

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Contacts

A

ANDREW JOSEPH GIVENS

--

CRD
#7420151
(578) 200-3252
zenith.value@optimacapital.com
in linkedin.com/in/glacier-zenith

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-04-2022
03-22-2023
10-17-2024
02-20-2025
03-27-2026
Category Assets AVG. Account size
Discretionary $565,532,900 $1,229,419
Non-Discretionary $0 --
Total $565,532,900 $1,229,419

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Separately Managed Accounts

Total SMA Asset: $565,532,900

$565.5M Total SMA
Equity - Exchange:
15.2%
Cash:
29.2%
Public Funds:
11.5%
U.S. Government/Agency:
29.6%
Corporate - Investment Grade:
14.5%
Asset class Assets Assets %
Equity - Exchange $574,067,708 15.2%
Cash $1,102,814,281 29.2%
Public Funds $434,327,542 11.5%
U.S. Government/Agency $1,117,921,326 29.6%
Corporate - Investment Grade $547,630,380 14.5%
Total $3,776,761,237 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
EMBER VECTOR VITAL MERIDIAN R1COQ68OU QQIF 7.05% $25,790,943
OPTIMA HORIZON OPTIMA SIGNAL ZENITH P4SGBYOBL DQX 3.91% $12,447,911
OPTIMA LEGACY MOMENTUM NORTH PEGEFTLXJ BZB 5.89% $14,609,760
FRONTIER FOUNDATION FUSION VITAL MATRIX 9PRFB5BAV JORDH 3.64% $49,408,977
VALUE ATLAS PRIME CATALYST AKJ5ER3KY AJX 4.33% $44,054,712
OAK OPTIMA ZENITH FOCUS 69NJS9JC9 FCXF 10.03% $42,228,563
PEAK RADIAL MOMENTUM ATLAS SGETPQ7LU NZWJA 3.34% $50,206,305
PRIME PIONEER VECTOR CAPITAL CATALYST PBGPXJZ34 VDX 0.81% $14,127,495

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