RIA Intel›Advisers›Florida›CLIENT FIRST ADVISORS,INC.

CLIENT FIRST ADVISORS,INC.

Advisory

N·CLEARWATER, FL

Data as of Jan 15, 2013 · Source: SEC Form ADV

Total AUM

$141M

1-Year AUM Growth

+43.5%

3-Year CAGR

+30.9%

Employees

5

Assets Under Management

Total AUM$141M

Discretionary AUM$128M

Non-Discretionary AUM$12M

Discretionary %91.2%

Total Clients—

Team

Total Employees5

Investment Advisers8

Employee Growth (1Y)—

Filing History

Total Filings on Record19

First FilingSep 29, 2001

Latest FilingJan 15, 2013

🔒 Full AUM trend chart and 19 historical filings spanning 12+ 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 FIRST ADVISORS,INC.

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