← Directory
CLIENT 1ST ADVISORY GROUP
Legal name: CLIENT 1ST ADVISORY GROUP LLC
CRD 167790File 801-78052
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$511.5M
Above cohort median (national)
Discretionary AUM
$508.3M
Non-discretionary $3.2M
Clients
353
924 accounts
Employees
8
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- May 14, 2013
- Principal office
- 963 HIGHLAND AVENUE, DUNEDIN, FL, 34698
- Phone
- 727-450-2301
- Website
- HTTP://WWW.C1AG.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $511.5M
- Discretionary AUM
- $508.3M
- Non-discretionary AUM
- $3.2M
- Discretionary accounts
- 920
- Non-discretionary accounts
- 4
- Total accounts
- 924
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.6M |
| Charitable organizations | Fewer than 5 | $786K |
| Other investment advisers | Fewer than 5 | $319K |
| High net worth individuals | 115 | $401.4M |
| Individuals (other than high net worth individuals) | 238 | $106.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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 | 5 | 8 | increased by3 |
| Apr 1, 2026 | Clients | 330 | 353 | increased by23 |
| Apr 1, 2026 | AUM | $403,969,413 | $511,486,971 | increased by$107,517,558 |
| Apr 1, 2026 | Accounts | 840 | 924 | increased by84 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 5 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 285 | 330 | increased by45 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $285,308,940 | $403,969,413 | increased by$118,660,473 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 285 | 840 | increased by555 |
| Mar 1, 2022 | Employees | 5 | 6 | increased by1 |
| Mar 1, 2022 | Clients | 275 | 285 | increased by10 |
| Mar 1, 2022 | AUM | $230,877,882 | $285,308,940 | increased by$54,431,058 |
| Mar 1, 2022 | Accounts | 689 | 285 | decreased by404 |
| 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 “CLIENT 1ST” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CLIENT 1ST” 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.