RIA Intel›Advisers›Massachusetts›FIRST DUE FINANCIAL LLC

FIRST DUE FINANCIAL LLC

Advisory

WAREHAM, MA

Data as of Feb 11, 2026 · Source: SEC Form ADV

Rank in MA

#1,536

of 1,590 advisers by AUM

Average account

$271K

across 7 accounts

AUM per adviser

$2M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 11, 2026.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$2M

Discretionary AUM$2M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients5

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

5 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

NORTH SHORE WEALTH MANAGEMENT

$2M

STACKWELL CAPITAL ADVISERS, LLC

$2M

STEPHEN L. HALL

WESTBOROUGH, MA

$2M

CAPITAL FORMATION GROUP, INC.

$2M

LIBERTY COVE LLC

$2M

CFS FINANCIAL, LLC

$2M

Get the full picture on FIRST DUE FINANCIAL LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track FIRST DUE FINANCIAL LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans