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

Clients

101

Accounts

840

Firm Details

Organization Type: Limited Liability Company
State of Formation: Florida
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Aug 7, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
CLIENT 1ST ADVISORS, INC.	DE	OWNER	NA
CLIENT 1ST ADVISORS, INC.	DE	OWNER	NA
CLIENT 1ST ADVISORS, INC.	DE	OWNER	NA
CLIENT 1ST ADVISORS, INC.	DE	OWNER	NA
CLIENT 1ST ADVISORS, INC.	DE	OWNER	NA
CLIENT 1ST ADVISORS, INC.	DE	OWNER	NA
CLIENT 1ST ADVISORS, INC.	DE	OWNER	NA
CLIENT 1ST ADVISORS, INC.	DE	OWNER	NA
CLIENT 1ST ADVISORS, INC.	DE	OWNER	NA
Fedder, Shaun, Patrick	I	MANAGING MEMBER	NA
Fedder, Shaun, Patrick	I	MANAGING MEMBER	NA
Fedder, Shaun, Patrick	I	MANAGING MEMBER	NA
Fedder, Shaun, Patrick	I	MANAGING MEMBER	NA
Fedder, Shaun, Patrick	I	MANAGING MEMBER	NA
Fedder, Shaun, Patrick	I	MANAGING MEMBER	NA
Fedder, Shaun, Patrick	I	MANAGING MEMBER	NA
Fedder, Shaun, Patrick	I	MANAGING MEMBER	NA
Fedder, Shaun, Patrick	I	MANAGING MEMBER	NA
Fedder, Shaun, Patrick	I	MANAGING MEMBER	NA
MABRY, MICHELLE, LAIS	I	PRESIDENT / MANAGING MEMBER	NA	Control
MABRY, MICHELLE, LAIS	I	PRESIDENT	NA	Control
MABRY, MICHELLE, LAIS	I	PRESIDENT / MANAGING MEMBER	NA	Control
MABRY, MICHELLE, LAIS	I	PRESIDENT / MANAGING MEMBER	NA	Control
MABRY, MICHELLE, LAIS	I	PRESIDENT / MANAGING MEMBER	NA	Control
MABRY, MICHELLE, LAIS	I	PRESIDENT	NA	Control
MABRY, MICHELLE, LAIS	I	PRESIDENT / MANAGING MEMBER	NA	Control
MABRY, MICHELLE, LAIS	I	PRESIDENT / MANAGING MEMBER	NA	Control
MABRY, MICHELLE, LAIS	I	PRESIDENT	NA	Control
MABRY, MICHELLE, LAIS	I	PRESIDENT / MANAGING MEMBER	NA	Control
MABRY, MICHELLE, LAIS	I	PRESIDENT	NA	Control
MABRY, MICHELLE, LAIS	I	PRESIDENT	NA	Control
MABRY, MICHELLE, LAIS	I	PRESIDENT	NA	Control
MABRY, MICHELLE, LAIS	I	PRESIDENT AND CHIEF INVESTMENT OFFICER	NA	Control
MABRY, MICHELLE, LAIS	I	PRESIDENT AND CHIEF INVESTMENT OFFICER	NA	Control
MABRY, MICHELLE, LAIS	I	PRESIDENT	NA	Control
MABRY, MICHELLE, LAIS	I	PRESIDENT AND CHIEF INVESTMENT OFFICER	NA	Control
MABRY, MICHELLE, LAIS	I	PRESIDENT AND CHIEF INVESTMENT OFFICER	NA	Control
MABRY, MICHELLE, LAIS	I	PRESIDENT AND CHIEF INVESTMENT OFFICER	NA	Control
MABRY, MICHELLE, LAIS	I	PRESIDENT AND CHIEF INVESTMENT OFFICER	NA	Control
MABRY, MICHELLE, LAIS	I	PRESIDENT AND CHIEF INVESTMENT OFFICER	NA	Control
MABRY, MICHELLE, LAIS	I	PRESIDENT AND CHIEF INVESTMENT OFFICER	NA	Control
MABRY, MICHELLE, LAIS	I	PRESIDENT AND CHIEF INVESTMENT OFFICER	NA	Control
MABRY, MICHELLE, LAIS	I	PRESIDENT AND CHIEF INVESTMENT OFFICER	NA	Control
MABRY, MICHELLE, LAIS	I	PRESIDENT AND CHIEF INVESTMENT OFFICER	NA	Control
MABRY, MICHELLE, LAIS	I	PRESIDENT AND CHIEF INVESTMENT OFFICER	NA	Control
MABRY, MICHELLE, LAIS	I	PRESIDENT AND CHIEF INVESTMENT OFFICER	NA	Control
MABRY, MICHELLE, LAIS	I	PRESIDENT AND CHIEF INVESTMENT OFFICER	NA	Control
MABRY, MICHELLE, LAIS	I	PRESIDENT AND CHIEF INVESTMENT OFFICER	NA	Control
MABRY, MICHELLE, LAIS	I	PRESIDENT AND CHIEF INVESTMENT OFFICER	NA	Control
MABRY, MICHELLE, LAIS	I	PRESIDENT AND CHIEF INVESTMENT OFFICER	NA	Control
MABRY, MICHELLE, LAIS	I	CHIEF EXECUTIVE OFFICER	NA	Control
MABRY, MICHELLE, LAIS	I	CHIEF EXECUTIVE OFFICER	NA	Control
MABRY, MICHELLE, LAIS	I	CHIEF EXECUTIVE OFFICER	NA	Control
MABRY, MICHELLE, LAIS	I	CHIEF EXECUTIVE OFFICER	NA	Control
MABRY, MICHELLE, LAIS	I	CHIEF EXECUTIVE OFFICER	NA	Control
MABRY, MICHELLE, LAIS	I	CHIEF EXECUTIVE OFFICER	NA	Control
MABRY, MICHELLE, LAIS	I	CHIEF EXECUTIVE OFFICER	NA	Control
MABRY, MICHELLE, LAIS	I	CHIEF EXECUTIVE OFFICER	NA	Control
MABRY, MICHELLE, LAIS	I	CHIEF EXECUTIVE OFFICER	NA	Control
MABRY, MICHELLE, LAIS	I	CHIEF EXECUTIVE OFFICER	NA	Control
MABRY, MICHELLE, LAIS	I	CHIEF EXECUTIVE OFFICER	NA	Control
MABRY, MICHELLE, LAIS	I	CHIEF EXECUTIVE OFFICER	NA	Control
MABRY, MICHELLE, LAIS	I	CHIEF EXECUTIVE OFFICER	NA	Control
MABRY, MICHELLE, LAIS	I	CHIEF EXECUTIVE OFFICER	NA	Control
MABRY, MICHELLE, LAIS	I	CHIEF EXECUTIVE OFFICER	NA	Control
MABRY, MICHELLE, LAIS	I	CHIEF EXECUTIVE OFFICER	NA	Control
MEARS, ANDREA, DIANE	I	CHIEF INVESTMENT OFFICER	NA	Control
MEARS, ANDREA, DIANE	I	CHIEF INVESTMENT OFFICER	NA	Control
MEARS, ANDREA, DIANE	I	CHIEF INVESTMENT OFFICER	NA	Control
MORGAN, VICKI	I	CHIEF COMPLIANCE OFFICER	NA	Control
MORGAN, VICKI	I	CHIEF COMPLIANCE OFFICER	NA	Control
PHILLIPS, CRAIG, SCOTT	I	CHIEF EXECUTIVE OFFICER / MANAGING MEMBER	NA	Control
PHILLIPS, CRAIG, SCOTT	I	CHIEF EXECUTIVE OFFICER	NA	Control
PHILLIPS, CRAIG, SCOTT	I	CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER	NA	Control
PHILLIPS, CRAIG, SCOTT	I	CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER	NA	Control
PHILLIPS, CRAIG, SCOTT	I	CHIEF EXECUTIVE OFFICER / MANAGING MEMBER	NA	Control
PHILLIPS, CRAIG, SCOTT	I	CHIEF EXECUTIVE OFFICER	NA	Control
PHILLIPS, CRAIG, SCOTT	I	CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER	NA	Control
PHILLIPS, CRAIG, SCOTT	I	CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER	NA	Control
PHILLIPS, CRAIG, SCOTT	I	CHIEF EXECUTIVE OFFICER	NA	Control
PHILLIPS, CRAIG, SCOTT	I	CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER	NA	Control
PHILLIPS, CRAIG, SCOTT	I	CHIEF EXECUTIVE OFFICER	NA	Control
PHILLIPS, CRAIG, SCOTT	I	CHIEF EXECUTIVE OFFICER	NA	Control
PHILLIPS, CRAIG, SCOTT	I	CHIEF EXECUTIVE OFFICER	NA	Control
PHILLIPS, CRAIG, SCOTT	I	CHIEF EXECUTIVE OFFICER	NA	Control
PHILLIPS, CRAIG, SCOTT	I	CHIEF EXECUTIVE OFFICER	NA	Control
PHILLIPS, CRAIG, SCOTT	I	CHIEF EXECUTIVE OFFICER	NA	Control
PHILLIPS, CRAIG, SCOTT	I	CHIEF EXECUTIVE OFFICER	NA	Control
PHILLIPS, CRAIG, SCOTT	I	CHIEF EXECUTIVE OFFICER	NA	Control
PHILLIPS, CRAIG, SCOTT	I	CHIEF EXECUTIVE OFFICER	NA	Control
PHILLIPS, CRAIG, SCOTT	I	CHIEF EXECUTIVE OFFICER	NA	Control
PHILLIPS, CRAIG, SCOTT	I	CHIEF EXECUTIVE OFFICER	NA	Control
PHILLIPS, CRAIG, SCOTT	I	CHIEF EXECUTIVE OFFICER	NA	Control
PHILLIPS, CRAIG, SCOTT	I	CHIEF EXECUTIVE OFFICER	NA	Control
PHILLIPS, CRAIG, SCOTT	I	CHIEF EXECUTIVE OFFICER	NA	Control
PHILLIPS, CRAIG, SCOTT	I	CHIEF EXECUTIVE OFFICER	NA	Control
PHILLIPS, CRAIG, SCOTT	I	CHIEF EXECUTIVE OFFICER	NA	Control
PHILLIPS, CRAIG, SCOTT	I	CHIEF EXECUTIVE OFFICER	NA	Control
PHILLIPS, CRAIG, SCOTT	I	CHIEF EXECUTIVE OFFICER	NA	Control
PHILLIPS, CRAIG, SCOTT	I	CHIEF EXECUTIVE OFFICER	NA	Control
PHILLIPS, CRAIG, SCOTT	I	CHIEF EXECUTIVE OFFICER	NA	Control
PHILLIPS, CRAIG, SCOTT	I	CHIEF EXECUTIVE OFFICER	NA	Control
PHILLIPS, CRAIG, SCOTT	I	PRESIDENT	NA	Control
PHILLIPS, CRAIG, SCOTT	I	FOUNDER AND PRESIDENT	NA	Control
PHILLIPS, CRAIG, SCOTT	I	PRESIDENT	NA	Control
PHILLIPS, CRAIG, SCOTT	I	PRESIDENT	NA	Control
PHILLIPS, CRAIG, SCOTT	I	PRESIDENT	NA	Control
PHILLIPS, CRAIG, SCOTT	I	PRESIDENT	NA	Control
PHILLIPS, CRAIG, SCOTT	I	PRESIDENT	NA	Control
PONTZER, HERBERT, ALOYSIUS	I	CHIEF COMPLIANCE OFFICER	NA
PONTZER, HERBERT, ALOYSIUS	I	CHIEF COMPLIANCE OFFICER	NA
PONTZER, HERBERT, ALOYSIUS	I	CHIEF COMPLIANCE OFFICER	NA
PONTZER, HERBERT, ALOYSIUS	I	CHIEF COMPLIANCE OFFICER	NA
PONTZER, HERBERT, ALOYSIUS	I	CHIEF COMPLIANCE OFFICER	NA
PONTZER, HERBERT, ALOYSIUS	I	CHIEF COMPLIANCE OFFICER	NA
PONTZER, HERBERT, ALOYSIUS	I	CHIEF COMPLIANCE OFFICER	NA
PONTZER, HERBERT, ALOYSIUS	I	CHIEF COMPLIANCE OFFICER	NA
PONTZER, HERBERT, ALOYSIUS	I	CHIEF COMPLIANCE OFFICER	NA
PONTZER, HERBERT, ALOYSIUS	I	CHIEF COMPLIANCE OFFICER	NA
PONTZER, HERBERT, ALOYSIUS	I	CHIEF COMPLIANCE OFFICER	NA
PONTZER, HERBERT, ALOYSIUS	I	CHIEF COMPLIANCE OFFICER	NA
PONTZER, HERBERT, ALOYSIUS	I	CHIEF COMPLIANCE OFFICER	NA
PONTZER, HERBERT, ALOYSIUS	I	CHIEF COMPLIANCE OFFICER	NA
PONTZER, HERBERT, ALOYSIUS	I	CHIEF COMPLIANCE OFFICER	NA
PONTZER, HERBERT, ALOYSIUS	I	CHIEF COMPLIANCE OFFICER	NA
PONTZER, HERBERT, ALOYSIUS	I	CHIEF COMPLIANCE OFFICER	NA
PONTZER, HERBERT, ALOYSIUS	I	CHIEF COMPLIANCE OFFICER	NA
PONTZER, HERBERT, ALOYSIUS	I	CHIEF COMPLIANCE OFFICER	NA
PONTZER, HERBERT, ALOYSIUS	I	CHIEF COMPLIANCE OFFICER	NA
PONTZER, HERBERT, ALOYSIUS	I	CHIEF COMPLIANCE OFFICER	NA
PONTZER, HERBERT, ALOYSIUS	I	CHIEF COMPLIANCE OFFICER	NA
PONTZER, HERBERT, ALOYSIUS	I	CHIEF COMPLIANCE OFFICER	NA
PONTZER, HERBERT, ALOYSIUS	I	CHIEF COMPLIANCE OFFICER	NA
PONTZER, HERBERT, ALOYSIUS	I	CHIEF COMPLIANCE OFFICER	NA
PONTZER, HERBERT, ALOYSIUS	I	CHIEF COMPLIANCE OFFICER	NA
PONTZER, HERBERT, ALOYSIUS	I	CHIEF COMPLIANCE OFFICER	NA
STIEH, DAVID, GEORGE	I	DIRECTOR OF OPERATIONS / MANAGING MEMBER	NA	Control
STIEH, DAVID, GEORGE	I	CHIEF OPERATIONS OFFICER	NA	Control
STIEH, DAVID, GEORGE	I	DIRECTOR OF OPERATIONS / MANAGING MEMBER	NA	Control
STIEH, DAVID, GEORGE	I	DIRECTOR OF OPERATIONS / MANAGING MEMBER	NA	Control
STIEH, DAVID, GEORGE	I	DIRECTOR OF OPERATIONS / MANAGING MEMBER	NA	Control
STIEH, DAVID, GEORGE	I	CHIEF OPERATIONS OFFICER	NA	Control
STIEH, DAVID, GEORGE	I	DIRECTOR OF OPERATIONS / MANAGING MEMBER	NA	Control
STIEH, DAVID, GEORGE	I	DIRECTOR OF OPERATIONS / MANAGING MEMBER	NA	Control
STIEH, DAVID, GEORGE	I	CHIEF OPERATIONS OFFICER	NA	Control
STIEH, DAVID, GEORGE	I	DIRECTOR OF OPERATIONS / MANAGING MEMBER	NA	Control
STIEH, DAVID, GEORGE	I	CHIEF OPERATIONS OFFICER	NA	Control
STIEH, DAVID, GEORGE	I	CHIEF OPERATIONS OFFICER	NA	Control
STIEH, DAVID, GEORGE	I	CHIEF OPERATIONS OFFICER	NA	Control
STIEH, DAVID, GEORGE	I	CHIEF OPERATIONS OFFICER	NA	Control
STIEH, DAVID, GEORGE	I	CHIEF OPERATIONS OFFICER	NA	Control
STIEH, DAVID, GEORGE	I	CHIEF OPERATIONS OFFICER	NA	Control
STIEH, DAVID, GEORGE	I	CHIEF OPERATIONS OFFICER	NA	Control
STIEH, DAVID, GEORGE	I	CHIEF OPERATIONS OFFICER	NA	Control
STIEH, DAVID, GEORGE	I	CHIEF OPERATIONS OFFICER	NA	Control
STIEH, DAVID, GEORGE	I	CHIEF OPERATIONS OFFICER	NA	Control
STIEH, DAVID, GEORGE	I	CHIEF OPERATIONS OFFICER	NA	Control
STIEH, DAVID, GEORGE	I	CHIEF OPERATIONS OFFICER	NA	Control
STIEH, DAVID, GEORGE	I	CHIEF OPERATIONS OFFICER	NA	Control
STIEH, DAVID, GEORGE	I	CHIEF OPERATIONS OFFICER	NA	Control
STIEH, DAVID, GEORGE	I	CHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
STIEH, DAVID, GEORGE	I	CHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
STIEH, DAVID, GEORGE	I	CHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
STIEH, DAVID, GEORGE	I	CHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
STIEH, DAVID, GEORGE	I	CHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
STIEH, DAVID, GEORGE	I	CHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
STIEH, DAVID, GEORGE	I	CHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
STIEH, DAVID, GEORGE	I	CHIEF OPERATIONS OFFICER	NA	Control
STIEH, DAVID, GEORGE	I	CHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
STIEH, DAVID, GEORGE	I	CHIEF OPERATIONS OFFICER	NA	Control
STIEH, DAVID, GEORGE	I	CHIEF OPERATIONS OFFICER	NA	Control
STIEH, DAVID, GEORGE	I	CHIEF OPERATIONS OFFICER	NA	Control
STIEH, DAVID, GEORGE	I	CHIEF OPERATIONS OFFICER	NA	Control
STIEH, DAVID, GEORGE	I	CHIEF OPERATIONS OFFICER	NA	Control
STIEH, DAVID, GEORGE	I	CHIEF OPERATIONS OFFICER	NA	Control
STIEH, DAVID, GEORGE	I	CHIEF OPERATIONS OFFICER	NA	Control
STIEH, DAVID, GEORGE	I	CHIEF OPERATIONS OFFICER	NA	Control
STIEH, DAVID, GEORGE	I	CHIEF OPERATIONS OFFICER	NA	Control
STIEH, DAVID, GEORGE	I	CHIEF OPERATIONS OFFICER	NA	Control
STIEH, DAVID, GEORGE	I	CHIEF COMPLIANCE OFFICER	NA	Control
STIEH, DAVID, GEORGE	I	CHIEF COMPLIANCE OFFICER	NA	Control
STIEH, DAVID, GEORGE	I	CHIEF COMPLIANCE OFFICER	NA	Control
STIEH, DAVID, GEORGE	I	CHIEF COMPLIANCE OFFICER	NA	Control
CLIENT 1ST ADVISORS, INC.	DE	OWNER	D	Control
CLIENT 1ST ADVISORS, INC.	DE	OWNER	D	Control
CLIENT 1ST ADVISORS, INC.	DE	OWNER	D	Control
CLIENT 1ST ADVISORS, INC.	DE	OWNER	D	Control
CLIENT 1ST ADVISORS, INC.	DE	OWNER	D	Control
CLIENT 1ST ADVISORS, INC.	DE	OWNER	D	Control
CLIENT 1ST ADVISORS, INC.	DE	OWNER	D	Control
CLIENT 1ST ADVISORS, INC.	DE	OWNER	D	Control
CLIENT 1ST ADVISORS, INC.	DE	OWNER	D	Control
CLIENT 1ST ADVISORS, INC.	DE	OWNER	D	Control
CLIENT 1ST ADVISORS, INC.	DE	OWNER	D	Control
CLIENT 1ST ADVISORS, INC.	DE	OWNER	D	Control
CLIENT 1ST ADVISORS, INC.	DE	OWNER	D	Control
CLIENT 1ST ADVISORS, INC.	DE	OWNER	D	Control
CLIENT 1ST ADVISORS, INC.	DE	OWNER	D	Control
CLIENT 1ST ADVISORS, INC.	DE	OWNER	D	Control
CLIENT 1ST ADVISORS, INC.	DE	OWNER	D	Control
CLIENT 1ST ADVISORS, INC.	DE	OWNER	D	Control
CLIENT 1ST ADVISORS, INC.	DE	OWNER	D	Control
CLIENT 1ST ADVISORS, INC.	DE	OWNER	D	Control
CLIENT 1ST ADVISORS, INC.	DE	OWNER	D	Control
CLIENT 1ST ADVISORS, INC.	DE	OWNER	D	Control
CLIENT 1ST ADVISORS, INC.	DE	OWNER	D	Control
CLIENT 1ST ADVISORS, INC.	DE	OWNER	D	Control
CLIENT 1ST ADVISORS, INC.	DE	OWNER	D	Control
CLIENT 1ST ADVISORS, INC.	DE	OWNER	D	Control
CLIENT 1ST ADVISORS, INC.	DE	OWNER	D	Control
CLIENT 1ST ADVISORS, INC.	DE	OWNER	D	Control
CLIENT 1ST ADVISORS, INC.	DE	OWNER	D	Control
CLIENT 1ST ADVISORS, INC.	DE	OWNER	D	Control
CLIENT 1ST ADVISORS, INC.	DE	OWNER	D	Control
CLIENT 1ST ADVISORS, INC.	DE	OWNER	D	Control
CLIENT 1ST ADVISORS, INC.	DE	OWNER	D	Control
CLIENT 1ST ADVISORS, INC.	DE	OWNER	D	Control
CLIENT 1ST ADVISORS, INC.	DE	OWNER	D	Control
CLIENT 1ST ADVISORS, INC.	DE	OWNER	D	Control
CLIENT 1ST ADVISORS, INC.	DE	OWNER	D	Control
CLIENT 1ST ADVISORS, INC.	DE	OWNER	D	Control
WEALTH MANAGEMENT CONSULTANTS, INC.	DE	OWNER	D	Control
WEALTH MANAGEMENT CONSULTANTS, INC.	DE	OWNER	D	Control
WEALTH MANAGEMENT CONSULTANTS, INC.	DE	OWNER	D	Control
WEALTH MANAGEMENT CONSULTANTS, INC.	DE	OWNER	D	Control
WEALTH MANAGEMENT CONSULTANTS, INC.	DE	OWNER	D	Control
WEALTH MANAGEMENT CONSULTANTS, INC.	DE	OWNER	D	Control
WEALTH MANAGEMENT CONSULTANTS, INC.	DE	OWNER	D	Control
WEALTH MANAGEMENT CONSULTANTS, INC.	DE	OWNER	D	Control
WEALTH MANAGEMENT CONSULTANTS, INC.	DE	OWNER	D	Control
WEALTH MANAGEMENT CONSULTANTS, INC.	DE	OWNER	D	Control
WEALTH MANAGEMENT CONSULTANTS, INC.	DE	OWNER	D	Control
WEALTH MANAGEMENT CONSULTANTS, INC.	DE	OWNER	D	Control
WEALTH MANAGEMENT CONSULTANTS, INC.	DE	OWNER	D	Control
WEALTH MANAGEMENT CONSULTANTS, INC.	DE	OWNER	D	Control
WEALTH MANAGEMENT CONSULTANTS, INC.	DE	OWNER	D	Control
WEALTH MANAGEMENT CONSULTANTS, INC.	DE	OWNER	D	Control
WEALTH MANAGEMENT CONSULTANTS, INC.	DE	OWNER	D	Control
WEALTH MANAGEMENT CONSULTANTS, INC.	DE	OWNER	D	Control
WEALTH MANAGEMENT CONSULTANTS, INC.	DE	OWNER	D	Control
WEALTH MANAGEMENT CONSULTANTS, INC.	DE	OWNER	D	Control
WEALTH MANAGEMENT CONSULTANTS, INC.	DE	OWNER	D	Control
WEALTH MANAGEMENT CONSULTANTS, INC.	DE	OWNER	D	Control
WEALTH MANAGEMENT CONSULTANTS, INC.	DE	OWNER	D	Control
WEALTH MANAGEMENT CONSULTANTS, INC.	DE	OWNER	D	Control
WEALTH MANAGEMENT CONSULTANTS, INC.	DE	OWNER	D	Control
WEALTH MANAGEMENT CONSULTANTS, INC.	DE	OWNER	D	Control
WEALTH MANAGEMENT CONSULTANTS, INC.	DE	OWNER	D	Control
WEALTH MANAGEMENT CONSULTANTS, INC.	DE	OWNER	D	Control
WEALTH MANAGEMENT CONSULTANTS, INC.	DE	OWNER	D	Control
WEALTH MANAGEMENT CONSULTANTS, INC.	DE	OWNER	D	Control
WEALTH MANAGEMENT CONSULTANTS, INC.	DE	OWNER	D	Control
WEALTH MANAGEMENT CONSULTANTS, INC.	DE	OWNER	D	Control
WEALTH MANAGEMENT CONSULTANTS, INC.	DE	OWNER	D	Control
WEALTH MANAGEMENT CONSULTANTS, INC.	DE	OWNER	D	Control
WEALTH MANAGEMENT CONSULTANTS, INC.	DE	OWNER	D	Control
WEALTH MANAGEMENT CONSULTANTS, INC.	DE	OWNER	D	Control
WEALTH MANAGEMENT CONSULTANTS, INC.	DE	OWNER	D	Control
WEALTH MANAGEMENT CONSULTANTS, INC.	DE	OWNER	D	Control
WEALTH MANAGEMENT CONSULTANTS, INC.	DE	OWNER	D	Control
WEALTH MANAGEMENT CONSULTANTS, INC.	DE	OWNER	D	Control
WEALTH MANAGEMENT CONSULTANTS, INC.	DE	OWNER	D	Control
WEALTH MANAGEMENT CONSULTANTS, INC.	DE	OWNER	D	Control
WEALTH MANAGEMENT CONSULTANTS, INC.	DE	OWNER	D	Control
WEALTH MANAGEMENT CONSULTANTS, INC.	DE	OWNER	D	Control
WEALTH MANAGEMENT CONSULTANTS, INC.	DE	OWNER	D	Control
WEALTH MANAGEMENT CONSULTANTS, INC.	DE	OWNER	D	Control
WEALTH MANAGEMENT CONSULTANTS, INC.	DE	OWNER	D	Control
PHILLIPS, CRAIG, SCOTT	I	CHIEF COMPLIANCE OFFICER	C
DGS CAPITAL SOLUTIONS, LLC	DE	OWNER	B
DGS CAPITAL SOLUTIONS, LLC	DE	OWNER	B
DGS CAPITAL SOLUTIONS, LLC	DE	OWNER	B
DGS CAPITAL SOLUTIONS, LLC	DE	OWNER	B
DGS CAPITAL SOLUTIONS, LLC	DE	OWNER	B
DGS CAPITAL SOLUTIONS, LLC	DE	OWNER	B
DGS CAPITAL SOLUTIONS, LLC	DE	OWNER	B
DGS CAPITAL SOLUTIONS, LLC	DE	OWNER	B
DGS CAPITAL SOLUTIONS, LLC	DE	OWNER	B
MABRY, MORGAN, E	I	CHIEF INVESTMENT OFFICER	B	Control
MABRY, MORGAN, E	I	CHIEF INVESTMENT OFFICER	B	Control
MABRY, MORGAN, E	I	CHIEF INVESTMENT OFFICER	B	Control
MABRY, MORGAN, E	I	CHIEF INVESTMENT OFFICER	B	Control
MABRY, MORGAN, E	I	CHIEF INVESTMENT OFFICER	B	Control
MABRY, MORGAN, E	I	CHIEF INVESTMENT OFFICER	B	Control
MABRY, MORGAN, E	I	CHIEF INVESTMENT OFFICER	B	Control
MABRY, MORGAN, E	I	CHIEF INVESTMENT OFFICER	B	Control
MABRY, MORGAN, E	I	CHIEF INVESTMENT OFFICER	B	Control
ZAFFIRI CAPITAL	DE	OWNER	B
ZAFFIRI CAPITAL	DE	OWNER	B
ZAFFIRI CAPITAL	DE	OWNER	B
ZAFFIRI CAPITAL	DE	OWNER	B
ZAFFIRI CAPITAL	DE	OWNER	B
ZAFFIRI CAPITAL	DE	OWNER	B
ZAFFIRI CAPITAL	DE	OWNER	B
ZAFFIRI CAPITAL	DE	OWNER	B
ZAFFIRI CAPITAL	DE	OWNER	B

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
MABRY, MORGAN, E	I	ZAFFIRI CAPITAL	F	Control
MABRY, MORGAN, E	I	ZAFFIRI CAPITAL	F	Control
MABRY, MORGAN, E	I	ZAFFIRI CAPITAL	F	Control
MABRY, MORGAN, E	I	ZAFFIRI CAPITAL	F	Control
MABRY, MORGAN, E	I	ZAFFIRI CAPITAL	F	Control
PHILLIPS, CRAIG, SCOTT	I	CLIENT 1ST ADVISORS, INC.	F	Control
PHILLIPS, CRAIG, SCOTT	I	CLIENT 1ST ADVISORS, INC.	F	Control
PHILLIPS, CRAIG, SCOTT	I	CLIENT 1ST ADVISORS, INC.	F	Control
PHILLIPS, CRAIG, SCOTT	I	CLIENT 1ST ADVISORS, INC.	F	Control
PHILLIPS, CRAIG, SCOTT	I	CLIENT 1ST ADVISORS, INC.	F	Control
STIEH, DAVID, GEORGE	I	DGS CAPITAL SOLUTIONS, LLC	F	Control
STIEH, DAVID, GEORGE	I	DGS CAPITAL SOLUTIONS, LLC	F	Control
STIEH, DAVID, GEORGE	I	DGS CAPITAL SOLUTIONS, LLC	F	Control
STIEH, DAVID, GEORGE	I	DGS CAPITAL SOLUTIONS, LLC	F	Control
STIEH, DAVID, GEORGE	I	DGS CAPITAL SOLUTIONS, LLC	F	Control
MABRY, MICHELLE, LAIS	I	WEALTH MANAGEMENT CONSULTANTS, INC.	E	Control
MABRY, MICHELLE, LAIS	I	WEALTH MANAGEMENT CONSULTANTS, INC.	E	Control
MABRY, MICHELLE, LAIS	I	WEALTH MANAGEMENT CONSULTANTS, INC.	E	Control
MABRY, MICHELLE, LAIS	I	WEALTH MANAGEMENT CONSULTANTS, INC.	E	Control
MABRY, MICHELLE, LAIS	I	WEALTH MANAGEMENT CONSULTANTS, INC.	E	Control
MABRY, MICHELLE, LAIS	I	WEALTH MANAGEMENT CONSULTANTS, INC.	E	Control
MABRY, MICHELLE, LAIS	I	WEALTH MANAGEMENT CONSULTANTS, INC.	E	Control
MABRY, MICHELLE, LAIS	I	WEALTH MANAGEMENT CONSULTANTS, INC.	E	Control
MABRY, MICHELLE, LAIS	I	WEALTH MANAGEMENT CONSULTANTS, INC.	E	Control
MABRY, MICHELLE, LAIS	I	WEALTH MANAGEMENT CONSULTANTS, INC.	E	Control
MABRY, MICHELLE, LAIS	I	WEALTH MANAGEMENT CONSULTANTS, INC.	E	Control
MABRY, MICHELLE, LAIS	I	WEALTH MANAGEMENT CONSULTANTS, INC.	E	Control
MABRY, MICHELLE, LAIS	I	WEALTH MANAGEMENT CONSULTANTS, INC.	E	Control
MABRY, MICHELLE, LAIS	I	WEALTH MANAGEMENT CONSULTANTS, INC.	E	Control
MABRY, MICHELLE, LAIS	I	WEALTH MANAGEMENT CONSULTANTS, INC.	E	Control
MABRY, MICHELLE, LAIS	I	WEALTH MANAGEMENT CONSULTANTS, INC.	E	Control
MABRY, MICHELLE, LAIS	I	WEALTH MANAGEMENT CONSULTANTS, INC.	E	Control
MABRY, MICHELLE, LAIS	I	WEALTH MANAGEMENT CONSULTANTS, INC.	E	Control
MABRY, MICHELLE, LAIS	I	WEALTH MANAGEMENT CONSULTANTS, INC.	E	Control
MABRY, MICHELLE, LAIS	I	WEALTH MANAGEMENT CONSULTANTS, INC.	E	Control
MABRY, MICHELLE, LAIS	I	WEALTH MANAGEMENT CONSULTANTS, INC.	E	Control
MABRY, MICHELLE, LAIS	I	WEALTH MANAGEMENT CONSULTANTS, INC.	E	Control
MABRY, MICHELLE, LAIS	I	WEALTH MANAGEMENT CONSULTANTS, INC.	E	Control
MABRY, MICHELLE, LAIS	I	WEALTH MANAGEMENT CONSULTANTS, INC.	E	Control
MABRY, MICHELLE, LAIS	I	WEALTH MANAGEMENT CONSULTANTS, INC.	E	Control
MABRY, MICHELLE, LAIS	I	WEALTH MANAGEMENT CONSULTANTS, INC.	E	Control
MABRY, MICHELLE, LAIS	I	WEALTH MANAGEMENT CONSULTANTS, INC.	E	Control
MABRY, MICHELLE, LAIS	I	WEALTH MANAGEMENT CONSULTANTS, INC.	E	Control
MABRY, MICHELLE, LAIS	I	WEALTH MANAGEMENT CONSULTANTS, INC.	E	Control
MABRY, MICHELLE, LAIS	I	WEALTH MANAGEMENT CONSULTANTS, INC.	E	Control
MABRY, MICHELLE, LAIS	I	WEALTH MANAGEMENT CONSULTANTS, INC.	E	Control
MABRY, MICHELLE, LAIS	I	WEALTH MANAGEMENT CONSULTANTS, INC.	E	Control
MABRY, MICHELLE, LAIS	I	WEALTH MANAGEMENT CONSULTANTS, INC.	E	Control
MABRY, MICHELLE, LAIS	I	WEALTH MANAGEMENT CONSULTANTS, INC.	E	Control
MABRY, MICHELLE, LAIS	I	WEALTH MANAGEMENT CONSULTANTS, INC.	E	Control
MABRY, MICHELLE, LAIS	I	WEALTH MANAGEMENT CONSULTANTS, INC.	E	Control
MABRY, MICHELLE, LAIS	I	WEALTH MANAGEMENT CONSULTANTS, INC.	E	Control
MABRY, MICHELLE, LAIS	I	WEALTH MANAGEMENT CONSULTANTS, INC.	E	Control
PHILLIPS, CRAIG, SCOTT	I	CLIENT 1ST ADVISORS, INC.	E	Control
PHILLIPS, CRAIG, SCOTT	I	CLIENT 1ST ADVISORS, INC.	E	Control
PHILLIPS, CRAIG, SCOTT	I	CLIENT 1ST ADVISORS, INC.	E	Control
PHILLIPS, CRAIG, SCOTT	I	CLIENT 1ST ADVISORS, INC.	E	Control
PHILLIPS, CRAIG, SCOTT	I	CLIENT 1ST ADVISORS, INC.	E	Control
PHILLIPS, CRAIG, SCOTT	I	CLIENT 1ST ADVISORS, INC.	E	Control
PHILLIPS, CRAIG, SCOTT	I	CLIENT 1ST ADVISORS, INC.	E	Control
PHILLIPS, CRAIG, SCOTT	I	CLIENT 1ST ADVISORS, INC.	E	Control
PHILLIPS, CRAIG, SCOTT	I	CLIENT 1ST ADVISORS, INC.	E	Control
PHILLIPS, CRAIG, SCOTT	I	CLIENT 1ST ADVISORS, INC.	E	Control
PHILLIPS, CRAIG, SCOTT	I	CLIENT 1ST ADVISORS, INC.	E	Control
PHILLIPS, CRAIG, SCOTT	I	CLIENT 1ST ADVISORS, INC.	E	Control
PHILLIPS, CRAIG, SCOTT	I	CLIENT 1ST ADVISORS, INC.	E	Control
PHILLIPS, CRAIG, SCOTT	I	CLIENT 1ST ADVISORS, INC.	E	Control
PHILLIPS, CRAIG, SCOTT	I	CLIENT 1ST ADVISORS, INC.	E	Control
PHILLIPS, CRAIG, SCOTT	I	CLIENT 1ST ADVISORS, INC.	E	Control
PHILLIPS, CRAIG, SCOTT	I	CLIENT 1ST ADVISORS, INC.	E	Control
PHILLIPS, CRAIG, SCOTT	I	CLIENT 1ST ADVISORS, INC.	E	Control
PHILLIPS, CRAIG, SCOTT	I	CLIENT 1ST ADVISORS, INC.	E	Control
PHILLIPS, CRAIG, SCOTT	I	CLIENT 1ST ADVISORS, INC.	E	Control
PHILLIPS, CRAIG, SCOTT	I	CLIENT 1ST ADVISORS, INC.	E	Control
PHILLIPS, CRAIG, SCOTT	I	CLIENT 1ST ADVISORS, INC.	E	Control
PHILLIPS, CRAIG, SCOTT	I	CLIENT 1ST ADVISORS, INC.	E	Control
PHILLIPS, CRAIG, SCOTT	I	CLIENT 1ST ADVISORS, INC.	E	Control
PHILLIPS, CRAIG, SCOTT	I	CLIENT 1ST ADVISORS, INC.	E	Control
PHILLIPS, CRAIG, SCOTT	I	CLIENT 1ST ADVISORS, INC.	E	Control
PHILLIPS, CRAIG, SCOTT	I	CLIENT 1ST ADVISORS, INC.	E	Control
PHILLIPS, CRAIG, SCOTT	I	CLIENT 1ST ADVISORS, INC.	E	Control
PHILLIPS, CRAIG, SCOTT	I	CLIENT 1ST ADVISORS, INC.	E	Control
PHILLIPS, CRAIG, SCOTT	I	CLIENT 1ST ADVISORS, INC.	E	Control
PHILLIPS, CRAIG, SCOTT	I	CLIENT 1ST ADVISORS, INC.	E	Control
PHILLIPS, CRAIG, SCOTT	I	CLIENT 1ST ADVISORS, INC.	E	Control
PHILLIPS, CRAIG, SCOTT	I	CLIENT 1ST ADVISORS, INC.	E	Control
PHILLIPS, CRAIG, SCOTT	I	CLIENT 1ST ADVISORS, INC.	E	Control
PHILLIPS, CRAIG, SCOTT	I	CLIENT 1ST ADVISORS, INC.	E	Control
PHILLIPS, CRAIG, SCOTT	I	CLIENT 1ST ADVISORS, INC.	E	Control
PHILLIPS, CRAIG, SCOTT	I	CLIENT 1ST ADVISORS, INC.	E	Control
PHILLIPS, CRAIG, SCOTT	I	CLIENT 1ST ADVISORS, INC.	E	Control
MABRY, MICHELLE, LAIS	I	WEALTH MANAGEMENT CONSULTANTS, INC.	D	Control
MABRY, MICHELLE, LAIS	I	WEALTH MANAGEMENT CONSULTANTS, INC.	D	Control
MABRY, MICHELLE, LAIS	I	WEALTH MANAGEMENT CONSULTANTS, INC.	D	Control
MABRY, MICHELLE, LAIS	I	WEALTH MANAGEMENT CONSULTANTS, INC.	D	Control
MABRY, MICHELLE, LAIS	I	WEALTH MANAGEMENT CONSULTANTS, INC.	D	Control
STIEH, DAVID, GEORGE	I	CLIENT 1ST ADVISORS, INC.	C	Control
STIEH, DAVID, GEORGE	I	CLIENT 1ST ADVISORS, INC.	C	Control
STIEH, DAVID, GEORGE	I	CLIENT 1ST ADVISORS, INC.	C	Control

Registrations

Federal

Aug 7, 2025 REGISTERED

Notice Filings (10)

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