# FIRST AMERICAN TRUST FSB

FIRST AMERICAN TRUST FSB of SANTA ANA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 108923
- Type: SEC-registered investment adviser
- SEC file number: 801-56666
- Location: 5 FIRST AMERICAN WAY, SANTA ANA, CA, 92707
- Phone: (714) 250-8112
- Latest filing: 2010-03-30
- Regulatory AUM: $1.6B
- Discretionary AUM: $1.3B
- Non-discretionary AUM: $299.4M
- Clients: 51
- Accounts: 1,571

## Officers, owners & control persons (19)

| Name | Role | Location |
| --- | --- | --- |
| DUDLEY MICHAEL PATRICK | EXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT, CORPORATE SECRETARY; SENIOR VICE PRESIDENT (+1 more) | — |
| CAMPBELL DAVID SCOTT | SENIOR VICE PRESIDENT, CHIEF INFORMATION OFFICER | — |
| KELLEY THOMAS MARTIN | CHAIRMAN OF THE BOARD AND CHIEF EXECUTIVE OFFICER; PRESIDENT, CHIEF EXECUTIVE OFFICER & DIRECTOR; PRESIDENT, CHIEF EXECUTIVE OFICER | — |
| JACKSON DIMETRIA ANICE | SENIOR VICE PRESIDENT, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER,AND CORPORATE SECRETARY; VICE PRESIDENT, CORPORATE COUNSEL, CHIEF COMPLIANCE OFFICER,AND CORPORATE SECRETARY; VICE PRESIDENT, CORPORATE COUNSEL & COMPLIANCE OFFICER (+1 more) | — |
| PIERCE TERI LEE ANN | SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER | — |
| BANIS ROBERT DANIEL | EXECUTIVE VICE PRESIDENT; PRESIDENT | — |
| HOPPE MARK ARTHUR | PRESIDENT; PRESIDENT, INVESTMENT DIVISION | — |
| WEGNER TIM JAY | SENIOR VICE PRESIDENT, TREASURER | — |
| ENNICO RODDY RICHARD | EXECUTIVE VICE PRESIDENT | — |
| VENABLE ROBERT STEPHEN | EXECUTIVE VICE PRESIDENT, CHIEF INVESTMENT OFFICER | — |
| BENJAMIN HORACE BURNHAM | SENIOR VICE PRESIDENT | — |
| EVANS DARLIENE LORRAINE | SENIOR VICE PRESIDENT; SENIOR VICE PRESIDENT, CHIEF FIDUCIARY OFFICER | — |
| LEWIS JERALD PAUL | CHAIRMAN OF THE BOARD | — |
| MAJCHRZAK MICHELLE LYNN | VICE PRESIDENT, LEGAL COUNSEL OF INVESTMENTS AND CHIEF COMPLIANCE OFFICER | — |
| DELMORALNILES CHRISTOPHER JORGE | CHAIRMAN OF THE BOARD AND PRESIDENT | — |
| HIXSON BRADFORD CHARLES | SENIOR VICE PRESIDENT | — |
| HUBBS STEVEN RAY | SENIOR VICE PRESIDENT, CHIEF FIDUCIARY OFFICER | — |
| MINANA STEPHEN CHARLES | SENIOR VICE PRESIDENT, GENERAL COUNSEL | — |
| ONDATJE RODNEY MICHAEL | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108923/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108923/similar
- Related entities: https://search.stillhousedata.com/firm/108923/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108923

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.