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CLIENT 1ST ADVISORY GROUP

DUNEDIN, FL · CRD 167790 · IAPD ↗ · 727-450-2301

$511.5MRegulatory AUM
7Advisory reps
8Employees
0Clients
101-250Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — CLIENT 1ST ADVISORY GROUP notice-filed in OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2026 — CLIENT 1ST ADVISORY GROUP crossed $500M in regulatory AUM ($404.0M -> $511.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
71
April 2026 — CLIENT 1ST ADVISORY GROUP grew from 4 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
48
April 2024 — CLIENT 1ST ADVISORY GROUP moved its main office from CLEARWATER, FL to DUNEDIN, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
67
April 2024 — CLIENT 1ST ADVISORY GROUP reports 101-250 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.