Client 1st Advisory Group LLC
● SEC registered since 2013CRD 167790SEC# 801-78052Dunedin, FL
Reg. AUM
$511.5M
Employees
8
Accounts
924
Location
Dunedin, FL
Client 1st Advisory Group LLC assets under management
Client 1st Advisory Group LLC operates as an SEC-registered investment adviser based in Dunedin, FL. The firm has been registered since 2013. It reports $511.5 million in regulatory assets under management and employs 8 people.
Client 1st Advisory Group LLC owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Client 1st Advisors, Inc. | Owner | Under 5% | 2013 |
| David George Stieh Control | Chief Compliance Officer | Under 5% | 2025 |
| Dgs Capital Solutions, LLC | Owner | 10-25% | 2024 |
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Client 1st Advisory Group LLC manage?
Client 1st Advisory Group LLC reports $511.5 million in regulatory assets under management on its Form ADV.
How many employees does Client 1st Advisory Group LLC have?
Client 1st Advisory Group LLC reports 8 employees.
Where is Client 1st Advisory Group LLC located?
Client 1st Advisory Group LLC is based in Dunedin, FL and has been SEC-registered since 2013.
Does Client 1st Advisory Group LLC disclose fund performance?
Client 1st Advisory Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 963 Highland Avenue, Dunedin, FL 34698 |
| Phone | 727-450-2301 |
| Fax | 727-450-2302 |
| Office hours | 8:30 a.m. - 4:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1802816 |
| Discloses disciplinary history | No |
Regulatory AUM
$511.5M▲ 47%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$511.5Mregulatory AUM
Discretionary $508.3MNon-discretionary $3.2M