First American Trust Fsb (Santa Ana)


First American Trust Fsb is a large advisory firm based in Santa Ana. It manages $1.62 billion of regulatory assets for 1,571 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.

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First American Trust Fsb provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

First American Trust Fsb: assets under management

The assets under management (AUM) of First American Trust Fsb is $1.62 billion. The firm's AUM has gone down by -31% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.32 billion in discretionary accounts and $299.43 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $972.37 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.41 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay First American Trust Fsb for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at First American Trust Fsb

Mark Arthur Hoppe has been acting as President since 1 Jan 2004. Rodney Michael Ondatje joined the executive team most recently as the Senior Vice President, Chief Compliance Officer.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Horace Burnham Benjamin Senior vice president 1 May 1989 Other 4380224
Teri Lee Ann Pierce Senior vice president, chief financial officer 1 Mar 1991 Other 4380244
Jerald Paul Lewis Chairman of the board 1 Mar 1994 Other 1560648
Kelley Patrick Dudley Senior vice president 1 Nov 1994 Other 4380285
Darliene Lorraine Evans Senior vice president 1 Feb 1995 Other 1428252
The First American Corporation Owner of 100% of first american trust fsb stock 1 Aug 1999 75% - 100% 95-2566122
Thomas Martin Kelley President, chief executive oficer 1 May 2000 Other 4380143
Dimetria Anice Jackson Vice president, corporate counsel & compliance officer 1 Aug 2000 Other 4380249
Roddy Richard Ennico Executive vice president 1 Nov 2000 Other 1499209
Tim Jay Wegner Senior vice president, treasurer 1 Aug 2001 Other 4755525
Robert Daniel Banis Executive vice president 1 Jun 2002 Other 2708111
Dimetria Anice Jackson Vice president, corporate secretary, legal counsel / compliance officer of bank & fiduciary services 1 Nov 2003 Other 4380249
Michelle Lynn Majchrzak Vice president, legal counsel of investments and chief compliance officer 1 Nov 2003 Other 2792585
Mark Arthur Hoppe President 1 Jan 2004 Other 1017793
Robert Stephen Venable Executive vice president, chief investment officer 1 Jan 2004 Other 3061045
Thomas Martin Kelley Chairman of the board and chief executive officer 1 Feb 2004 Other 4380143
Dimetria Anice Jackson Vice president, corporate counsel, chief compliance officer,and corporate secretary 1 Jul 2004 Other 4380249
Dimetria Anice Jackson Senior vice president, general counsel, chief compliance officer,and corporate secretary 1 Jul 2005 Other 4380249
Kelly Patrick Dudley Executive vice president 1 Jul 2005 Other 4380285
Robert Daniel Banis President 1 Jul 2005 Other 2708111
Donald Scott Campbell Senior vice president, chief information officer 1 Dec 2007 Other 5512191
The First American Title Insurance Company Owner of 100% of first american trust fsb stock 1 Dec 2008 75% - 100% 95-2566122
Bradford Charles Hixson Senior vice president 1 May 2009 Other 2145766
Steven Ray Hubbs Senior vice president, chief fiduciary officer 1 May 2009 Other 4700442
Stephen Charles Minana Senior vice president, general counsel 1 Jan 2010 Other 5207500
Christopher Jorge Delmoralniles Chairman of the board and president 1 Feb 2010 Other 2144857
Rodney Michael Ondatje Senior vice president, chief compliance officer 1 Mar 2010 Other 1758505

Based in Santa Ana

The principal office where First American Trust Fsb performs its advisory services is located at 5 First American Way, Santa Ana, CA 92707, which is also the mailing address of the firm. An additional office of the firm is in San Diego, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (714) 250-8112 or by fax (714) 481-8612. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.firstamtrust.com.