# First Fiduciary Investment Counsel

First Fiduciary Investment Counsel is a Bank / Wealth / Trust based in Cleveland, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Cleveland, United States
- **Region:** North America
- **Address:** Cleveland, OH, United States
- **Founded:** 1975
- **Assets under management:** Undisclosed
- **Website:** firstfiduciary.com
- **LinkedIn:** https://www.linkedin.com/company/first-fiduciary-inv-counsel

## Regulatory record

- **CRD number:** 111144
- **SEC file number:** 801-11685
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/111144

## About

First Fiduciary Investment Counsel was established in Cleveland in 1975, placing it among the cohort of independent advisory firms that emerged following the ERISA legislation reshaping fiduciary standards. The firm lists individuals, non-profits, and business entities as its core client constituencies. First Fiduciary provides investment advisory services centered on financial planning, risk planning, and discretionary portfolio management. The firm operates without publicly disclosed AUM, team-size figures, or named investment personnel. This opacity is consistent with a privately held, partnership-structured advisory practice that does not report to the SEC as a large registered investment adviser. No adjacent philanthropic vehicles, real-asset arms, or co-investment clubs are associated with the entity in the public record. First Fiduciary's structural identity is that of an independent, planning-led fiduciary — a model that distinguishes it from both commission-driven brokerages and institutionally captured bank-trust departments. The absence of a parent bank or insurance company, combined with a fiduciary-only charter, theoretically aligns the firm's incentives with end-client outcomes. Succession planning and next-generation governance for a 1975-founded firm, however, remain unaddressed in any publicly available material.

## Questions

### Does First Fiduciary offer in-house investment products or proprietary funds?

There is no public evidence that First Fiduciary manufactures or distributes proprietary investment products. The firm's independent structure and fiduciary-only charter suggest it deploys third-party strategies — individual securities, ETFs, mutual funds, and separately managed accounts — to implement client portfolios. This open-architecture approach avoids the inherent conflicts of a firm selling its own funds.

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Last updated: 2026-08-11T02:43:31.692Z

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