{
  "crd_number": 167790,
  "slug": "client-1st-advisory-group-dunedin-fl-167790",
  "primary_business_name": "CLIENT 1ST ADVISORY GROUP",
  "legal_name": "CLIENT 1ST ADVISORY GROUP LLC",
  "dbas": [],
  "city": "Dunedin",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "45300",
  "metro": {
    "cbsa_code": "45300",
    "common_name": "Tampa",
    "msa_name": "Tampa-St. Petersburg-Clearwater, FL",
    "path": "/advisors/fl/tampa"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2013-05-14",
  "years_registered": 13,
  "period": "2026-10-01",
  "filing_date": "2026-03-27",
  "carried_forward": false,
  "raum_total": 511486971.0,
  "raum_discretionary": 508251543.0,
  "raum_non_discretionary": 3235428.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 8,
  "advisory_employees": 7,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 786107.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 106390411.0,
      "count": 238
    },
    "other_investment_advisers": {
      "raum": 318534.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 401426463.0,
      "count": 115
    },
    "corporations_other_businesses": {
      "raum": 2565456.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AR",
    "FL",
    "GA",
    "LA",
    "MS",
    "NC",
    "NH",
    "OH",
    "TN",
    "TX"
  ],
  "websites": [
    "https://c1ag.com",
    "https://facebook.com/Client1stAdvisoryGroup",
    "https://linkedin.com/company/client-1st-advisory-group",
    "https://twitter.com/1st client"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/167790",
  "city_as_filed": "DUNEDIN",
  "url": "https://advisorcensus.com/firm/client-1st-advisory-group-dunedin-fl-167790",
  "display_name": "Client 1st Advisory Group",
  "summary": "Client 1st Advisory Group is an SEC-registered investment advisory firm in Dunedin, FL, registered since 2013, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.",
  "citation": "AdvisorCensus. Client 1st Advisory Group (CRD 167790): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Client 1st Advisory Group compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Client 1st Advisory Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Client 1st Advisory Group located?",
      "a": "Client 1st Advisory Group's principal office is in Dunedin, FL, according to its Form ADV."
    },
    {
      "q": "Is Client 1st Advisory Group registered with the SEC or a state?",
      "a": "Client 1st Advisory Group is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 167790."
    },
    {
      "q": "How much does Client 1st Advisory Group manage?",
      "a": "Client 1st Advisory Group reports $511,486,971 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (99% discretionary)."
    },
    {
      "q": "How have Client 1st Advisory Group's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Client 1st Advisory Group: Regulatory assets under management: $230,877,882 in the October 2021 data and $511,486,971 in the October 2026 data, up 122%. Total employees: 5 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Client 1st Advisory Group serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (238); high net worth individuals (115)."
    },
    {
      "q": "Which custodians does Client 1st Advisory Group use?",
      "a": "Client 1st Advisory Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Client 1st Advisory Group report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/167790"
    },
    {
      "q": "What changed in Client 1st Advisory Group's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 4 to 7. Regulatory assets under management went from $403,969,413 to $511,486,971 (+27%). Registered or notice-filed in OH."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 230877882.0,
      "total_employees": 5,
      "filing_date": "2021-05-23"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 285308940.0,
      "total_employees": 6,
      "filing_date": "2022-03-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 292050912.0,
      "total_employees": 6,
      "filing_date": "2023-08-15"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 348644970.0,
      "total_employees": 6,
      "filing_date": "2024-07-13"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 403969413.0,
      "total_employees": 5,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 511486971.0,
      "total_employees": 8,
      "filing_date": "2026-03-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 7.",
        "Regulatory assets under management went from $403,969,413 to $511,486,971 (+27%).",
        "Registered or notice-filed in OH."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/client-1st-advisory-group-dunedin-fl-167790.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 238,
      "fewer_than_5": false,
      "raum": 106390411.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 115,
      "fewer_than_5": false,
      "raum": 401426463.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 786107.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": null,
      "fewer_than_5": true,
      "raum": 318534.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 2565456.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/167790",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}