{
  "crd_number": 166212,
  "slug": "first-advisors-national-llc-atlanta-ga-166212",
  "primary_business_name": "FIRST ADVISORS NATIONAL, LLC",
  "legal_name": "FIRST ADVISORS NATIONAL, LLC",
  "dbas": [],
  "city": "Atlanta",
  "state": "GA",
  "country": "United States",
  "cbsa_code": "12060",
  "metro": {
    "cbsa_code": "12060",
    "common_name": "Atlanta",
    "msa_name": "Atlanta-Sandy Springs-Roswell, GA",
    "path": "/advisors/ga/atlanta"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2012-12-18",
  "years_registered": 13,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 505872518.0,
  "raum_discretionary": 505872518.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 65,
  "advisory_employees": 64,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 505872518.0,
      "count": 4858
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "FL",
    "GA",
    "HI",
    "IL",
    "IN",
    "KS",
    "KY",
    "MA",
    "MD",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "NE",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "SC",
    "TN",
    "TX",
    "UT",
    "VA",
    "VT",
    "WA",
    "WI",
    "WV"
  ],
  "websites": [
    "https://b-financialwise.com",
    "https://bfhwealthmanagement.com",
    "https://blwealthmanagement.com",
    "https://bothhandsfg.com",
    "https://calyxwealth.com",
    "https://cornerstoneadvisors.net/retirement",
    "https://cornerstoneresources.org",
    "https://danlamb.us/ Advisory Services",
    "https://ermlickretirementplanning.com",
    "https://etsfinancial.com",
    "https://etswealth.com",
    "https://facebook.com/BothHandsFG",
    "https://facebook.com/HamricWealthAdvisors",
    "https://facebook.com/etsfinancial",
    "https://facebook.com/jimbrownfeg",
    "https://facebook.com/matthew.vysoky.5",
    "https://facebook.com/sheawealthcare",
    "https://fanadvisors.com",
    "https://fanria.com",
    "https://fredericksandassociates.com",
    "https://google.com/maps/place/Carl+Grande-+Grand+Capital+Management",
    "https://grandcapital.com",
    "https://grandcapitalmgmt.com",
    "https://hamricwealthadvisors.com",
    "https://legacyplan.net",
    "https://libreadvisors.com",
    "https://linkedin.com/company/first-advisors-national",
    "https://linkedin.com/in/al-elkordy-2765aa78",
    "https://linkedin.com/in/bob-van-sant-0a8394a",
    "https://linkedin.com/in/carlgrande",
    "https://linkedin.com/in/eric-scoggins-chfc-cfp-47218b41",
    "https://linkedin.com/in/jack-shea-69513959",
    "https://linkedin.com/in/paul-atkins-fan-advisors",
    "https://securingyourfuture.com",
    "https://sheawealthcare.com",
    "https://tpbfinancialsolutions.com",
    "https://veridianwealth.com",
    "https://vowellfg.com",
    "https://wholehearted.fs.llc"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/166212",
  "city_as_filed": "ATLANTA",
  "url": "https://advisorcensus.com/firm/first-advisors-national-llc-atlanta-ga-166212",
  "display_name": "First Advisors National, LLC",
  "summary": "First Advisors National, LLC is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2012, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. First Advisors National, LLC (CRD 166212): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is First Advisors National, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), First Advisors National, LLC reports these compensation arrangements: a percentage of assets under its management; other."
    },
    {
      "q": "Where is First Advisors National, LLC located?",
      "a": "First Advisors National, LLC's principal office is in Atlanta, GA, according to its Form ADV."
    },
    {
      "q": "Is First Advisors National, LLC registered with the SEC or a state?",
      "a": "First Advisors National, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 166212."
    },
    {
      "q": "How much does First Advisors National, LLC manage?",
      "a": "First Advisors National, LLC reports $505,872,518 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have First Advisors National, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for First Advisors National, LLC: Regulatory assets under management: $249,804,439 in the October 2021 data and $505,872,518 in the October 2026 data, up 103%. Total employees: 64 in October 2021 and 65 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does First Advisors National, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4,858)."
    },
    {
      "q": "Which custodians does First Advisors National, LLC use?",
      "a": "First Advisors National, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Goldman Sachs Custody Solutions as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does First Advisors National, LLC 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/166212"
    },
    {
      "q": "What changed in First Advisors National, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 56 to 64."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 249804439.0,
      "total_employees": 64,
      "filing_date": "2021-09-02"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 362635114.0,
      "total_employees": 64,
      "filing_date": "2022-04-22"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 350351823.0,
      "total_employees": 63,
      "filing_date": "2023-05-19"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 448270954.0,
      "total_employees": 70,
      "filing_date": "2024-04-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 501113212.0,
      "total_employees": 59,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 505872518.0,
      "total_employees": 65,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 56 to 64."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Goldman Sachs Custody Solutions",
      "name_as_filed": "GOLDMAN SACHS CUSTODY SOLUTIONS",
      "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/first-advisors-national-llc-atlanta-ga-166212.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 4858,
      "fewer_than_5": false,
      "raum": 505872518.0
    }
  ],
  "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/166212",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}