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CLIENT 1ST ADVISORY GROUP LLC, CRD 167790
DUNEDIN, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| DAVID GEORGE STIEH | n/a | DUNEDIN, FL | 13 | 26 | 2 | no |
| SHARON LOUISE BASTIDE | n/a | DUNEDIN, FL | 7 | 17 | 1 | no |
| CRAIG SCOTT PHILLIPS | Certified Financial Planner | DUNEDIN, FL | 1 | 33 | 2 | no |
| MORGAN E MABRY | Certified Financial Planner | DUNEDIN, FL | 1 | 13 | 1 | no |
| MICHELLE LAIS MABRY | Certified Financial Planner | DUNEDIN, FL | 1 | 36 | 4 | no |
| JAMIE RENEE MASON | Certified Financial Planner | DUNEDIN, FL | 1 | 11 | 6 | no |
| PAUL COOPER HARRIS | n/a | Hattiesburg, MS | DUNEDIN, FL | 0 | 26 | 5 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| MABRY, MICHELLE, LAIS | CHIEF EXECUTIVE OFFICER | D | yes | 01/2008 | May 6, 2013 | Jul 13, 2024 |
| MABRY, MICHELLE, LAIS | CHIEF EXECUTIVE OFFICER | Na | yes | 07/2020 | May 6, 2013 | Jul 13, 2024 |
| MABRY, MORGAN, E | CHIEF INVESTMENT OFFICER | F | yes | 01/2024 | Mar 25, 2024 | Jul 13, 2024 |
| MABRY, MORGAN, E | CHIEF INVESTMENT OFFICER | B | yes | 01/2024 | Mar 25, 2024 | Jul 13, 2024 |
| PHILLIPS, CRAIG, SCOTT | CO-FOUNDER | F | yes | 03/2013 | May 6, 2013 | Jul 13, 2024 |
| STIEH, DAVID, GEORGE | CHIEF OPERATIONS OFFICER | Na | yes | 03/2013 | May 6, 2013 | Jul 13, 2024 |
| STIEH, DAVID, GEORGE | CHIEF OPERATIONS OFFICER | F | yes | 01/2024 | May 6, 2013 | Jul 13, 2024 |
| WEALTH MANAGEMENT CONSULTANTS, INC. | Owner | D | yes | 03/2013 | May 6, 2013 | Jul 13, 2024 |
| CLIENT 1ST ADVISORS, INC. | Owner | Na | no | 03/2013 | May 6, 2013 | Jul 13, 2024 |
| DGS CAPITAL SOLUTIONS, LLC | Owner | B | no | 01/2024 | Mar 25, 2024 | Jul 13, 2024 |
| PONTZER, HERBERT, ALOYSIUS | CHIEF COMPLIANCE OFFICER | Na | no | 05/2021 | Oct 10, 2014 | Jul 13, 2024 |
| ZAFFIRI CAPITAL | Owner | B | no | 01/2024 | Mar 25, 2024 | Jul 13, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| VERO BEACH | FL | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 27, 2026 | $511M | $508M | 8 | 7 | 0 | n/a | n/a |
| 2024 | Mar 31, 2025 | $404M | $398M | 5 | 4 | 1 | n/a | n/a |
| 2023 | Mar 25, 2024 | $349M | $343M | 6 | 5 | 2 | n/a | n/a |
| 2022 | Mar 25, 2023 | $292M | $286M | 6 | 5 | 2 | n/a | n/a |
| 2021 | Feb 25, 2022 | $285M | $280M | 6 | 5 | 2 | n/a | n/a |
| 2020 | Mar 29, 2021 | $231M | $227M | 5 | 5 | 2 | n/a | n/a |
| 2019 | Mar 24, 2020 | $183M | $179M | 5 | 5 | 2 | n/a | n/a |
| 2018 | Mar 27, 2019 | $172M | $169M | 5 | 5 | 3 | n/a | n/a |
| 2017 | Feb 23, 2018 | $211M | $191M | 6 | 5 | 3 | n/a | n/a |
| 2016 | Mar 28, 2017 | $191M | $176M | 6 | 6 | n/a | n/a | n/a |
| 2015 | Mar 21, 2016 | $191M | $171M | 6 | 5 | n/a | n/a | n/a |
| 2014 | Mar 20, 2015 | $201M | $183M | 6 | 5 | n/a | n/a | n/a |
| 2013 | Mar 26, 2014 | $157M | $141M | 7 | 4 | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 0 | 0 | 0 | 2 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $511M | $404M | 26.6% | $292M | 20.5% | 8 | 5 | 0 | 1 |