RIA Intel›Advisers›Florida›CLIENT 1ST ADVISORY GROUP LLC

CLIENT 1ST ADVISORY GROUP LLC

Advisory

N·DUNEDIN, FL

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM

$511M

1-Year AUM Growth

+15.9%

3-Year CAGR

+12.3%

Employees

7

Assets Under Management

Total AUM$511M

Discretionary AUM$508M

Non-Discretionary AUM$3M

Discretionary %99.4%

Total Clients330

Team

Total Employees7

Investment Advisers8

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record42

First FilingMay 6, 2013

Latest FilingMar 27, 2026

🔒 Full AUM trend chart and 42 historical filings spanning 13+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CLIENT 1ST ADVISORY GROUP LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.