Firstrust
Firstrust is an SEC-registered wealth manager in Daytona Beach, FL with $250.0M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Firstrust: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 111800, SEC 801-56812, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $250.0M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- Daytona Beach, FL
- Employees
- 6
- Clients
- 128
- CRD
- 111800
- Ownership
- KOENIG, MICHAEL, T; CANNON, CHRISTOPHER, WOOD; KEARNEY, WILLIAM, JAMES; CANNON, MICHELLE; CHARLTON, BRIAN
How much AUM does Firstrust have?
Firstrust reported $250.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Firstrust?
Disclosed owners and executives of Firstrust include KOENIG, MICHAEL, T, CANNON, CHRISTOPHER, WOOD, KEARNEY, WILLIAM, JAMES, CANNON, MICHELLE, CHARLTON, BRIAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.