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FIRST FINANCIAL GROUP
Legal name: FIRST FINANCIAL GROUP CORPORATION
CRD 134006File 801-112777
APPROVED
Retail clients
Filing as of May 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$317.0M
Below cohort median (national)
Discretionary AUM
$317.0M
Clients
378
1,026 accounts
Employees
4
Below cohort median in NC
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Apr 5, 2018
- Principal office
- 1100 LOGGER CT, #B101, RALEIGH, NC, 27609
- Phone
- 919-876-4926
- Website
- https://www.ffgplanning.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $317.0M
- Discretionary AUM
- $317.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,026
- Non-discretionary accounts
- 0
- Total accounts
- 1,026
- AUM per client
- $839K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 89 | $238.9M |
| Individuals (other than high net worth individuals) | 289 | $78.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 423 | 378 | decreased by45 |
| Mar 1, 2026 | AUM | $272,814,750 | $316,961,802 | increased by$44,147,052 |
| Mar 1, 2026 | Accounts | 910 | 1,026 | increased by116 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 356 | 423 | increased by67 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $228,000,000 | $272,814,750 | increased by$44,814,750 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 751 | 910 | increased by159 |
| Apr 1, 2022 | Clients | 324 | 356 | increased by32 |
| Apr 1, 2022 | AUM | $190,191,000 | $228,000,000 | increased by$37,809,000 |
| Apr 1, 2022 | Accounts | 698 | 751 | increased by53 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FIRST FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FIRST FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.