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FIRST ADVISORS NATIONAL, LLC
CRD 166212File 801-77440
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$505.9M
Above cohort median (national)
Discretionary AUM
$505.9M
Clients
4,858
9,026 accounts
Employees
65
Above cohort median in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Dec 18, 2012
- Principal office
- 1372 PEACHTREE STREET NE, ATLANTA, GA, 30309
- Phone
- 1-855-326-7427
- Website
- HTTPS://WWW.FANRIA.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $505.9M
- Discretionary AUM
- $505.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 9,026
- Non-discretionary accounts
- 0
- Total accounts
- 9,026
- AUM per client
- $104K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 4,858 | $505.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — SOLICITOR/ENDORSEMENT FEES
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- 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 |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 59 | 65 | increased by6 |
| Apr 1, 2026 | Clients | 3,430 | 4,858 | increased by1,428 |
| Apr 1, 2026 | AUM | $501,113,212 | $505,872,518 | increased by$4,759,306 |
| Apr 1, 2026 | Accounts | 5,207 | 9,026 | increased by3,819 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 64 | 59 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,664 | 3,430 | increased by766 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $362,635,114 | $501,113,212 | increased by$138,478,098 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 4,147 | 5,207 | increased by1,060 |
| Apr 1, 2022 | Clients | 2,207 | 2,664 | increased by457 |
| Apr 1, 2022 | AUM | $249,804,439 | $362,635,114 | increased by$112,830,675 |
| Apr 1, 2022 | Accounts | 4,896 | 4,147 | decreased by749 |
| 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 ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FIRST ADVISORS” 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.