First Foundation Advisors
● SEC registered since 1990CRD 106075SEC# 801-35973Irvine, CA
Reg. AUM
$5.06B
Employees
53
Accounts
3,373
Location
Irvine, CA
First Foundation Advisors assets under management
First Foundation Advisors is a registered investment adviser overseen by the SEC based in Irvine, CA. The firm has been registered since 1990. It reports $5.1 billion in regulatory assets under management and employs 53 people.
First Foundation Advisors owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Firstsun Capital Bancorp Control | 100% Stock Ownership | Over 75% | 2026 |
| John Avak Hakopian Control | President/Chief Investment Officer | Under 5% | 2009 |
| Robert James Roche Control | Chief Compliance Officer | Under 5% | 2025 |
Frequently asked questions
How much does First Foundation Advisors manage?
First Foundation Advisors reports $5.1 billion in regulatory assets under management on its Form ADV.
How many employees does First Foundation Advisors have?
First Foundation Advisors reports 53 employees.
Where is First Foundation Advisors located?
First Foundation Advisors is based in Irvine, CA and has been SEC-registered since 1990.
Does First Foundation Advisors disclose fund performance?
First Foundation Advisors is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 18101 von Karman Ave, Suite 700, Irvine, CA 92612-1051 |
| Phone | 949-476-0300 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1086763 |
| Discloses disciplinary history | No |
Regulatory AUM
$5.06B▼ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 13%
Larger than 87% of 16,271 advisers
EmployeesTop 11%
More than 89% of 16,825 advisers
Assets under management
$5.06Bregulatory AUM
Discretionary $4.98BNon-discretionary $81.4M