# First Advisors National, LLC

> 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.

- CRD: 166212
- Filed as: FIRST ADVISORS NATIONAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/166212
- AdvisorCensus page: https://advisorcensus.com/firm/first-advisors-national-llc-atlanta-ga-166212

## Quick answers

**How is First Advisors National, LLC compensated?**
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.

**Where is First Advisors National, LLC located?**
First Advisors National, LLC's principal office is in Atlanta, GA, according to its Form ADV.

**Is First Advisors National, LLC registered with the SEC or a state?**
First Advisors National, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 166212.

**How much does First Advisors National, LLC manage?**
First Advisors National, LLC reports $505,872,518 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have First Advisors National, LLC's assets and staff changed since 2021?**
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.

**What types of clients does First Advisors National, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4,858).

**Which custodians does First Advisors National, LLC use?**
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.

**Does First Advisors National, LLC 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/166212

**What changed in First Advisors National, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 56 to 64.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

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

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: $505,872,518
- Discretionary: $505,872,518
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4,858 | $505,872,518 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2012 (13 years)
- Employees: 65 total, 64 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- b-financialwise.com
- bfhwealthmanagement.com
- blwealthmanagement.com
- bothhandsfg.com
- calyxwealth.com
- cornerstoneadvisors.net/retirement
- cornerstoneresources.org
- danlamb.us/ Advisory Services
- ermlickretirementplanning.com
- etsfinancial.com
- etswealth.com
- fanadvisors.com
- fanria.com
- fredericksandassociates.com
- google.com/maps/place/Carl+Grande-+Grand+Capital+Management
- grandcapital.com
- grandcapitalmgmt.com
- hamricwealthadvisors.com
- legacyplan.net
- libreadvisors.com
- securingyourfuture.com
- sheawealthcare.com
- tpbfinancialsolutions.com
- veridianwealth.com
- vowellfg.com
- wholehearted.fs.llc
- Facebook @BothHandsFG
- Facebook @HamricWealthAdvisors
- Facebook @etsfinancial
- Facebook @jimbrownfeg
- Facebook @matthew.vysoky.5
- Facebook @sheawealthcare
- LinkedIn @first-advisors-national
- LinkedIn @al-elkordy-2765aa78
- LinkedIn @bob-van-sant-0a8394a
- LinkedIn @carlgrande
- LinkedIn @eric-scoggins-chfc-cfp-47218b41
- LinkedIn @jack-shea-69513959
- LinkedIn @paul-atkins-fan-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $249,804,439 | 64 | September 2, 2021 |
| October 2022 | $362,635,114 | 64 | April 22, 2022 |
| October 2023 | $350,351,823 | 63 | May 19, 2023 |
| October 2024 | $448,270,954 | 70 | April 26, 2024 |
| October 2025 | $501,113,212 | 59 | March 31, 2025 |
| October 2026 | $505,872,518 | 65 | March 30, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 56 to 64.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. First Advisors National, LLC (CRD 166212): Form ADV filing data as of October 2026.