# FirsTrust

FirsTrust is a Bank / Wealth / Trust based in Daytona Beach, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Daytona Beach, United States
- **Region:** North America
- **Address:** Daytona Beach, FL, United States
- **Founded:** 1995
- **Assets under management:** Undisclosed
- **Website:** financialteam.com
- **LinkedIn:** https://www.linkedin.com/company/firstrust-llc---private-wealth-management

## Regulatory record

- **CRD number:** 111800
- **SEC file number:** 801-56812
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/111800

## About

FirsTrust was established in 1994 and has maintained its headquarters in Daytona Beach, Florida. The firm is structured as a registered investment adviser providing wealth management, financial planning, and investment management services to a client base of individuals, families, and their associated legal entities. The firm's long tenure in the Volusia County market reflects a stable, relationship-driven advisory model rather than a national growth strategy. The firm's investment approach centers on discretionary portfolio management tailored to private clients. Service offerings span retirement planning, estate planning strategies, and asset allocation across traditional public market securities. FirsTrust does not publicly disclose a dedicated alternative-asset program, direct co-investment capabilities, or a proprietary fund structure, which distinguishes it from multi-family offices or institutional allocators with broader asset-class mandates. The geographic footprint remains concentrated in central Florida. FirsTrust operates without a publicly disclosed institutional AUM figure, a dedicated alternatives platform, or named senior investment personnel in widespread circulation. The firm's registered investment adviser filing with the SEC confirms its status as a state-registered adviser, which typically caps regulatory assets under management at $100 million — a structural threshold, not an estimate of actual assets supervised. No separate philanthropic foundation, operating company, or co-investor club has been publicly associated with the firm. FirsTrust represents a classic Main Street advisory practice rather than a family office or institutional manager. Its structural differentiator is its longevity in a single community — an independent, un-bundled RIA that has survived industry consolidation for three decades without external capital, a multi-state footprint, or a product-manufacturing affiliate. Succession and ownership structure are not publicly documented, leaving open the question of how the firm manages continuity risk as its founder generation ages.

## Questions

### Where does FirsTrust's client base come from?

The firm has operated exclusively out of Daytona Beach, Florida, since 1994. Its clientele is logically concentrated in the Volusia County and broader central Florida region, drawn from the area's retiree and professional resident population. FirsTrust does not advertise a national client base or satellite offices in other wealth markets.

### What is FirsTrust's regulatory AUM threshold?

Public records indicate FirsTrust is a SEC-registered investment adviser, a designation that generally applies to firms with regulatory assets under management below $100 million. The firm has not published a specific AUM figure, and this regulatory ceiling should not be treated as an actual asset total. Any AUM discussion with the firm requires direct confirmation.

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Last updated: 2026-08-14T12:30:00.000Z

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