RIA Intel›Advisers›Florida›1ST FINANCIAL LLC

1ST FINANCIAL LLC

Advisory

NEW PORT RICHEY, FL

Data as of Mar 25, 2026 · Source: SEC Form ADV

Rank in FL

#2,328

of 2,610 advisers by AUM

Average account

$227K

across 22 accounts

AUM per adviser

$5M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$5M

Discretionary AUM$5M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients18

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

18 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

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$5M

TRUESDELL WEALTH, INC.

OCALA, FL

$5M

NEW PERSPECTIVE WEALTH MANAGEMENT

$5M

STONEWEALTH ADVISORS, LLC

CORAL GABLES, FL

$5M

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