| 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 |
Client 1st Advisory Group LLC reports $404 million in regulatory assets under management on its Form ADV.
Client 1st Advisory Group LLC reports 5 employees.
Client 1st Advisory Group LLC is based in Dunedin, FL and has been SEC-registered since 2013.
Client 1st Advisory Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $397.9M |
| Non-discretionary | $6.1M |
| Total (RAUM) | $404M |