Client 1st Advisory Group
Client 1st Advisory Group is an SEC-registered wealth manager in Dunedin, FL with $511.5M assets under management (AUM, regulatory AUM), +27% over one year. See who owns Client 1st Advisory Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 167790, SEC 801-78052, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $511.5M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- Dunedin, FL
- Employees
- 8
- Clients
- 353
- CRD
- 167790
- Ownership
- MABRY, MICHELLE, LAIS; CLIENT 1ST ADVISORS, INC.; WEALTH MANAGEMENT CONSULTANTS, INC.; PHILLIPS, CRAIG, SCOTT; STIEH, DAVID, GEORGE
How much AUM does Client 1st Advisory Group have?
Client 1st Advisory Group reported $511.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Client 1st Advisory Group?
Disclosed owners and executives of Client 1st Advisory Group include MABRY, MICHELLE, LAIS, CLIENT 1ST ADVISORS, INC., WEALTH MANAGEMENT CONSULTANTS, INC., PHILLIPS, CRAIG, SCOTT, STIEH, DAVID, GEORGE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.