First Foundation Inc.
firstfoundationinc.comNo Longer Reporting
The company has not filed an annual or quarterly report since its FY2025 10-K, filed Mar 16, 2026. Its latest SEC filing is a SCHEDULE 13G/A from Aug 14, 2026.
10-K for FY2025, filed Mar 16, 2026
The sections below describe the company as of the FY2025 annual report.
What Did They Do?
Provides banking, investment advisory and wealth management, and trust services to individuals, businesses, and other organizations.
10-K for FY2025, filed Mar 16, 2026We are a financial services company that provides a comprehensive platform of financial services to individuals, businesses and other…View ↗
Through FFB, we offer a wide range of loan products, deposit products, treasury management products and services, and trust services. The…View ↗
FFA is a fee-based investment advisor which provides investment advisory and wealth management services primarily to high net-worth…View ↗
How Did They Make Money?
The bank earns interest on outstanding loans. Wealth clients are billed monthly or quarterly for asset management based on assets managed, while financial-planning fees are billed when a project is completed.
10-K for FY2025, filed Mar 16, 2026
$170.5M
-
10-K for FY2025, filed Mar 16, 2026
$170.5M ↗
| Segment | Share | Revenue |
|---|---|---|
|
Wealth management
|
80%
FY2022: 75%
|
Wealth management, FY2025
$27.3M Sources
|
|
Trust Fees
|
19%
FY2022: 24%
|
Trust Fees, FY2025
$6.7M Sources
|
|
Consulting Fees
|
1.2%
FY2022: 1.0%
|
Consulting Fees, FY2025
$395K Sources
|
Who Were Their Customers?
Bankers develop loan and deposit relationships with individuals, property owners, small to moderate-sized businesses, and professional firms; a digital bank platform also attracts deposit clients. The advisory business serves high-net-worth individuals, families, family businesses, and affiliated organizations.
10-K for FY2025, filed Mar 16, 2026We maintain a client-focused approach by recruiting and retaining experienced and qualified banking personnel, who are described as…View ↗
We have established a lending platform that provides financing solutions to our strong and stable client relationships, including…View ↗
FFA is a fee-based investment advisor which provides investment advisory and wealth management services primarily to high net-worth…View ↗
Did Revenues Turn Into Profits?
No. It lost $155.2M in FY2025.
How Were They Changing?
-
Apr 1, 2026
First Foundation merged with FirstSun and was delisted
FirstSun survived the merger, and First Foundation Bank merged into Sunflower Bank.
Sources
8-K, filed Apr 1, 2026
Effective April 1, 2026, First Foundation Inc. (“First Foundation”) completed its previously announced merger (the “Merger”) with FirstSun…View ↗
Shrank. Revenue fell 43% in 4 years, from $299.9M in FY2021 to $170.5M in FY2025, about 13% a year.
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