CLIENT 1ST ADVISORY GROUP LLC
Legal name: CLIENT 1ST ADVISORY GROUP
CRD #167790 SEC #801-78052 DUNEDIN, FL 727-450-2301
SEC Registered
Total AUM
$404M
Discretionary
$397.9M
Employees
5
Clients
101
Accounts
840
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $404M | $397.9M | $6.1M | 5 | 0 |
| Aug 2025 | $404M | $397.9M | $6.1M | 5 | 0 |
| Mar 2025 | $404M | $397.9M | $6.1M | 5 | 0 |
| Feb 2025 | $348.6M | $343.3M | $5.3M | 6 | 0 |
| Jul 2024 | $348.6M | $343.3M | $5.3M | 6 | 0 |
| May 2024 | $348.6M | $343.3M | $5.3M | 6 | 0 |
| Mar 2024 | $348.6M | $343.3M | $5.3M | 6 | 0 |
| Aug 2023 | $292.1M | $286.3M | $5.8M | 6 | 0 |
| Aug 2023 | $292.1M | $286.3M | $5.8M | 6 | 0 |
| Mar 2023 | $292.1M | $286.3M | $5.8M | 6 | 0 |
| Mar 2022 | $285.3M | $280.4M | $4.9M | 6 | 0 |
| Feb 2022 | $285.3M | $280.4M | $4.9M | 6 | 0 |
| May 2021 | $230.9M | $226.7M | $4.2M | 5 | 0 |
| Mar 2021 | $230.9M | $226.7M | $4.2M | 5 | 0 |
| Jun 2020 | $182.8M | $179.4M | $3.5M | 5 | 0 |
| Mar 2020 | $182.8M | $179.4M | $3.5M | 5 | 0 |
| Mar 2020 | $182.8M | $179.4M | $3.5M | 5 | 0 |
| Jan 2020 | $171.8M | $168.7M | $3.1M | 6 | 0 |
| Jun 2019 | $171.8M | $168.7M | $3.1M | 6 | 0 |
| May 2019 | $171.8M | $168.7M | $3.1M | 5 | 0 |
| Mar 2019 | $171.8M | $168.7M | $3.1M | 5 | 0 |
| Jun 2018 | $183.3M | $180.5M | $2.8M | 5 | 420 |
| Apr 2018 | $211M | $190.5M | $20.5M | 6 | 420 |
| Mar 2018 | $211M | $190.5M | $20.5M | 6 | 420 |
| Feb 2018 | $211M | $190.5M | $20.5M | 6 | 420 |
| Aug 2017 | $192.7M | $174.7M | $18M | 6 | 300 |
| Jun 2017 | $192.7M | $174.7M | $18M | 6 | 300 |
| Jun 2017 | $192.7M | $174.7M | $18M | 6 | 300 |
| Mar 2017 | $191.2M | $175.6M | $15.7M | 6 | 300 |
| Feb 2017 | $191.2M | $175.6M | $15.7M | 7 | 300 |
| Feb 2017 | $191.2M | $175.6M | $15.7M | 7 | 300 |
| Jan 2017 | $190.4M | $173.2M | $17.2M | 9 | 300 |
| Mar 2016 | $190.7M | $170.6M | $20.1M | 6 | 300 |
| Nov 2015 | $199.7M | $179.5M | $20.2M | 6 | 300 |
| Jul 2015 | $204.1M | $184.6M | $19.5M | 6 | 300 |
| Mar 2015 | $200.9M | $183M | $17.9M | 6 | 300 |
| Dec 2014 | $168.8M | $152.3M | $16.5M | 7 | 200 |
| Oct 2014 | $168.8M | $152.3M | $16.5M | 7 | 200 |
| Sep 2014 | $156.7M | $140.7M | $16M | 7 | 200 |
| Aug 2014 | $156.7M | $140.7M | $16M | 7 | 200 |
| Mar 2014 | $156.7M | $140.7M | $16M | 7 | 200 |
| Mar 2014 | $156.7M | $140.7M | $16M | 7 | 200 |
| Dec 2013 | $148M | $134.1M | $13.8M | 6 | 200 |
| Aug 2013 | $148M | $134.1M | $13.8M | 6 | 200 |
| May 2013 | $148M | $134.1M | $13.8M | 6 | 200 |
DateAug 2025
Total AUM$404M
Discretionary$397.9M
Non-Disc.$6.1M
Employees5
Clients0
DateAug 2025
Total AUM$404M
Discretionary$397.9M
Non-Disc.$6.1M
Employees5
Clients0
DateMar 2025
Total AUM$404M
Discretionary$397.9M
Non-Disc.$6.1M
Employees5
Clients0
DateFeb 2025
Total AUM$348.6M
Discretionary$343.3M
Non-Disc.$5.3M
Employees6
Clients0
DateJul 2024
Total AUM$348.6M
Discretionary$343.3M
Non-Disc.$5.3M
Employees6
Clients0
DateMay 2024
Total AUM$348.6M
Discretionary$343.3M
Non-Disc.$5.3M
Employees6
Clients0
DateMar 2024
Total AUM$348.6M
Discretionary$343.3M
Non-Disc.$5.3M
Employees6
Clients0
DateAug 2023
Total AUM$292.1M
Discretionary$286.3M
Non-Disc.$5.8M
Employees6
Clients0
DateAug 2023
Total AUM$292.1M
Discretionary$286.3M
Non-Disc.$5.8M
Employees6
Clients0
DateMar 2023
Total AUM$292.1M
Discretionary$286.3M
Non-Disc.$5.8M
Employees6
Clients0
DateMar 2022
Total AUM$285.3M
Discretionary$280.4M
Non-Disc.$4.9M
Employees6
Clients0
DateFeb 2022
Total AUM$285.3M
Discretionary$280.4M
Non-Disc.$4.9M
Employees6
Clients0
DateMay 2021
Total AUM$230.9M
Discretionary$226.7M
Non-Disc.$4.2M
Employees5
Clients0
DateMar 2021
Total AUM$230.9M
Discretionary$226.7M
Non-Disc.$4.2M
Employees5
Clients0
DateJun 2020
Total AUM$182.8M
Discretionary$179.4M
Non-Disc.$3.5M
Employees5
Clients0
DateMar 2020
Total AUM$182.8M
Discretionary$179.4M
Non-Disc.$3.5M
Employees5
Clients0
DateMar 2020
Total AUM$182.8M
Discretionary$179.4M
Non-Disc.$3.5M
Employees5
Clients0
DateJan 2020
Total AUM$171.8M
Discretionary$168.7M
Non-Disc.$3.1M
Employees6
Clients0
DateJun 2019
Total AUM$171.8M
Discretionary$168.7M
Non-Disc.$3.1M
Employees6
Clients0
DateMay 2019
Total AUM$171.8M
Discretionary$168.7M
Non-Disc.$3.1M
Employees5
Clients0
DateMar 2019
Total AUM$171.8M
Discretionary$168.7M
Non-Disc.$3.1M
Employees5
Clients0
DateJun 2018
Total AUM$183.3M
Discretionary$180.5M
Non-Disc.$2.8M
Employees5
Clients420
DateApr 2018
Total AUM$211M
Discretionary$190.5M
Non-Disc.$20.5M
Employees6
Clients420
DateMar 2018
Total AUM$211M
Discretionary$190.5M
Non-Disc.$20.5M
Employees6
Clients420
DateFeb 2018
Total AUM$211M
Discretionary$190.5M
Non-Disc.$20.5M
Employees6
Clients420
DateAug 2017
Total AUM$192.7M
Discretionary$174.7M
Non-Disc.$18M
Employees6
Clients300
DateJun 2017
Total AUM$192.7M
Discretionary$174.7M
Non-Disc.$18M
Employees6
Clients300
DateJun 2017
Total AUM$192.7M
Discretionary$174.7M
Non-Disc.$18M
Employees6
Clients300
DateMar 2017
Total AUM$191.2M
Discretionary$175.6M
Non-Disc.$15.7M
Employees6
Clients300
DateFeb 2017
Total AUM$191.2M
Discretionary$175.6M
Non-Disc.$15.7M
Employees7
Clients300
DateFeb 2017
Total AUM$191.2M
Discretionary$175.6M
Non-Disc.$15.7M
Employees7
Clients300
DateJan 2017
Total AUM$190.4M
Discretionary$173.2M
Non-Disc.$17.2M
Employees9
Clients300
DateMar 2016
Total AUM$190.7M
Discretionary$170.6M
Non-Disc.$20.1M
Employees6
Clients300
DateNov 2015
Total AUM$199.7M
Discretionary$179.5M
Non-Disc.$20.2M
Employees6
Clients300
DateJul 2015
Total AUM$204.1M
Discretionary$184.6M
Non-Disc.$19.5M
Employees6
Clients300
DateMar 2015
Total AUM$200.9M
Discretionary$183M
Non-Disc.$17.9M
Employees6
Clients300
DateDec 2014
Total AUM$168.8M
Discretionary$152.3M
Non-Disc.$16.5M
Employees7
Clients200
DateOct 2014
Total AUM$168.8M
Discretionary$152.3M
Non-Disc.$16.5M
Employees7
Clients200
DateSep 2014
Total AUM$156.7M
Discretionary$140.7M
Non-Disc.$16M
Employees7
Clients200
DateAug 2014
Total AUM$156.7M
Discretionary$140.7M
Non-Disc.$16M
Employees7
Clients200
DateMar 2014
Total AUM$156.7M
Discretionary$140.7M
Non-Disc.$16M
Employees7
Clients200
DateMar 2014
Total AUM$156.7M
Discretionary$140.7M
Non-Disc.$16M
Employees7
Clients200
DateDec 2013
Total AUM$148M
Discretionary$134.1M
Non-Disc.$13.8M
Employees6
Clients200
DateAug 2013
Total AUM$148M
Discretionary$134.1M
Non-Disc.$13.8M
Employees6
Clients200
DateMay 2013
Total AUM$148M
Discretionary$134.1M
Non-Disc.$13.8M
Employees6
Clients200