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Firm profile

First Affirmative Financial Network LLC

COLORADO SPRINGS, COCRD 109036Latest ADV May 22, 2026

First Affirmative Financial Network LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Colorado Springs, CO. Its latest Form ADV filing, dated April 17, 2026, reports $905M in regulatory assets under management, 23 employees, 8 offices, and 2,327 accounts.

Assets Under Management
$905M
Employees
23
Offices
9 offices
Total Clients
2,327
Primary office
COLORADO SPRINGS, CO
5475 MARK DABLING BOULEVARD, SUITE 320, COLORADO SPRINGS, CO, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOGeorge R. Gay
CCOKathleen J. Lewis
CIOTheresa M. Gusman

Advisory services offered

6 types reported
Educational seminars/workshops
Financial Planning Services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentHNWI represent 55.0% of total clients.
Top client categories% of clientsClients
1
HNWI
55.0%
1,280
2
Individuals
42.8%
995
3
Charitable
1.0%
23
4
Corporations
0.6%
15
5
Pension Plans
0.6%
14

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$905Mas of May 22, 2026
Discretionary79.1%
$716M
79% of total RAUM79.1%
Non-discretionary20.9%
$189M
21% of total RAUM20.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$905M
Total Accounts2,327
10Y AUM Change+$72M (+8.6%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees23
Clients per Employee101:1
10Y Employee Change-12 (-34.3%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.