# Client 1st Advisory Group

> 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.

- CRD: 167790
- Filed as: CLIENT 1ST ADVISORY GROUP
- Legal name: Client 1st Advisory Group LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dunedin, FL
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/167790
- AdvisorCensus page: https://advisorcensus.com/firm/client-1st-advisory-group-dunedin-fl-167790

## Quick answers

**How is Client 1st Advisory Group compensated?**
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).

**Where is Client 1st Advisory Group located?**
Client 1st Advisory Group's principal office is in Dunedin, FL, according to its Form ADV.

**Is Client 1st Advisory Group registered with the SEC or a state?**
Client 1st Advisory Group is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 167790.

**How much does Client 1st Advisory Group manage?**
Client 1st Advisory Group reports $511,486,971 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (99% discretionary).

**How have Client 1st Advisory Group's assets and staff changed since 2021?**
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.

**What types of clients does Client 1st Advisory Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (238); high net worth individuals (115).

**Which custodians does Client 1st Advisory Group use?**
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.

**Does Client 1st Advisory Group report any disciplinary disclosures?**
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

**What changed in Client 1st Advisory Group's recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $511,486,971
- Discretionary: $508,251,543
- Non-discretionary: $3,235,428

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 238 | $106,390,411 |
| High net worth individuals | 115 | $401,426,463 |
| Charitable organizations | Fewer than 5 | $786,107 |
| Other investment advisers | Fewer than 5 | $318,534 |
| Corporations or other businesses not listed above | Fewer than 5 | $2,565,456 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2013 (13 years)
- Employees: 8 total, 7 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AL, AR, FL, GA, LA, MS, NC, NH, OH, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- c1ag.com
- Facebook @Client1stAdvisoryGroup
- LinkedIn @client-1st-advisory-group
- X @1st client

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $230,877,882 | 5 | May 23, 2021 |
| October 2022 | $285,308,940 | 6 | March 29, 2022 |
| October 2023 | $292,050,912 | 6 | August 15, 2023 |
| October 2024 | $348,644,970 | 6 | July 13, 2024 |
| October 2025 | $403,969,413 | 5 | March 31, 2025 |
| October 2026 | $511,486,971 | 8 | March 27, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Client 1st Advisory Group (CRD 167790): Form ADV filing data as of October 2026.