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 Aug 17, 2026

Regulatory AUM

$511.5M

Above cohort median (national)

Discretionary AUM

$508.3M

Non-discretionary $3.2M

Clients

353

924 accounts

Employees

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: https://twitter.com/1st client

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.