Firstrust LLC
● SEC registered since 1999CRD 111800SEC# 801-56812Daytona Beach, FL
Reg. AUM
$250M
Employees
6
Accounts
128
Location
Daytona Beach, FL
Firstrust LLC assets under management
Firstrust LLC is an SEC-registered investment adviser based in Daytona Beach, FL. The firm has been registered since 1999. It reports $250 million in regulatory assets under management and employs 6 people.
Firstrust LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Wood Cannon Control | Chief Compliance Officer / Chief Investment Officer | 25-50% | 2001 |
| Koenig Family Dynasty Trust Control | Irrev Trust | 50-75% | 2003 |
| Michael T Koenig Control | Founding Partner / Chairman | Under 5% | 1999 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Firstrust LLC manage?
Firstrust LLC reports $250 million in regulatory assets under management on its Form ADV.
How many employees does Firstrust LLC have?
Firstrust LLC reports 6 employees.
Where is Firstrust LLC located?
Firstrust LLC is based in Daytona Beach, FL and has been SEC-registered since 1999.
Does Firstrust LLC disclose fund performance?
Firstrust LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 113 Executive Cir., Daytona Beach, FL 32114 |
| Phone | 386-788-3737 |
| Fax | 386-788-3717 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$250M▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$250Mregulatory AUM
Discretionary $229MNon-discretionary $21M