Client 1ST Advisory Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dunedin, FL. Its latest Form ADV filing, dated March 27, 2026, reports $511M in regulatory assets under management, 8 employees, and 924 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 67.4% of total clients.
Top client categories% of clientsClients
1
Individuals
67.4%
238
2
HNWI
32.6%
115
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$511Mas of March 27, 2026
Discretionary99.4%
$508M
99% of total RAUM99.4%
Non-discretionary0.6%
$3M
1% of total RAUM0.6%
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$511M
Total Accounts924
10Y AUM Change+$320M (+167.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee44:1
10Y Employee Change+2 (+33.3%)
* 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.