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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

1ST PORTFOLIO WEALTH ADVISORS

1ST PORTFOLIO, INC., CRD 269855

FAIRFAX, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2e955f66-1230-5efa-0e62-e23827b9ab5f

Data as of Mar 16, 2017 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 2
On other graphs: 0
Observed: Aug 3, 2015 to Mar 16, 2017
8 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $197MItem 5.F on the latest filing (2017-03-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $171M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 6
Advisory employees: 4
Accounts: 681
SEC number: 801-106516
CRD: 269855
Filings on the tape: 8
First filed: Aug 3, 2015
Latest filed: Mar 16, 2017
Organised: Corporation, Virginia

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
REBIBO, MICHAEL, JAMES	PRESIDENT AND CHIEF EXECUTIVE OFFER	Na	yes	01/2005	Aug 3, 2015	Mar 16, 2017
TAYLOR, WILLIAM, KIRK	CHIEF COMPLIANCE OFFICER	Na	yes	03/2010	Aug 3, 2015	Mar 16, 2017
WASHINGTONFIRST BANKSHARES, INC.	Owner	E	yes	07/2015	Aug 3, 2015	Mar 16, 2017

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
WASHINGTONFIRST BANK	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2016	Mar 16, 2017	$197M	$171M	6	4	n/a	n/a	n/a
2015	Mar 10, 2016	$195M	$169M	6	4	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2016	$197M	$195M	1.5%	n/a	n/a	6	6	n/a	n/a

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WEST FINANCIAL SERVICES, INC.	2	Feb 6, 2018	Feb 7, 2018	FAIRFAX, VA	Team lift out	Other	100.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
1ST PORTFOLIO WEALTH ADVISORS	4	Aug 25, 2015	Sep 11, 2015	FAIRFAX, VA	Firm absorbed	Other	100.0%

Relationships

Controls (3)

← TAYLOR, WILLIAM, KIRKOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 3, 2015 to presentfactForm ADV
← REBIBO, MICHAEL, JAMESOwnerPRESIDENT AND CHIEF EXECUTIVE OFFER, ownership code NA, individual
Aug 3, 2015 to presentfactForm ADV
← WASHINGTONFIRST BANKSHARES, INC.OwnerOWNER, ownership code E, domestic entity
Aug 3, 2015 to presentfactForm ADV

Moved with (2)

→ WEST FINANCIAL SERVICES, INC.Registered adviser2 advisors, team lift out, same day
Feb 6, 2018 to Feb 7, 2018factForm ADV
← 1ST PORTFOLIO WEALTH ADVISORSRegistered adviser4 advisors, firm absorbed, same day
Aug 25, 2015 to Sep 11, 2015factForm ADV

Registered with (5)

← WILLIAM KIRK TAYLORAdvisorregistration: previous registration
Aug 25, 2015 to Feb 6, 2018factForm ADV
← Rodger Dale IsomAdvisorregistration: previous registration
Oct 7, 2016 to Feb 6, 2018factForm ADV
← NEVIN KAULAdvisorregistration: previous registration
Aug 25, 2015 to Jan 31, 2018factForm ADV
← MICHAEL JAMES REBIBOAdvisorregistration: previous registration
Aug 25, 2015 to Jan 2, 2018factForm ADV
← MICHAEL PETER DUPREYAdvisorregistration: previous registration
Sep 11, 2015 to Nov 2, 2017factForm ADV

Dated events

Occurred
Aug 3, 2015
Succession filed (Item 4)
1St Portfolio Wealth Advisors reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 4 days ago
Occurred
Aug 3, 2015
First Form ADV filing
1St Portfolio Wealth Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2e955f66-1230-5efa-0e62-e23827b9ab5f
First observed: Aug 3, 2015
Last observed: Mar 16, 2017 115 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

1ST PORTFOLIO WEALTH ADVISORS

1ST PORTFOLIO, INC., CRD 269855

FAIRFAX, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2e955f66-1230-5efa-0e62-e23827b9ab5f

Data as of Mar 16, 2017 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:23 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

REBIBO, MICHAEL, JAMES

PRESIDENT AND CHIEF EXECUTIVE OFFER

yes

01/2005

Aug 3, 2015

Mar 16, 2017

TAYLOR, WILLIAM, KIRK

CHIEF COMPLIANCE OFFICER

yes

03/2010

Aug 3, 2015

Mar 16, 2017

WASHINGTONFIRST BANKSHARES, INC.

Owner

yes

07/2015

Aug 3, 2015

Mar 16, 2017

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

WASHINGTONFIRST BANK

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2016

Mar 16, 2017

$197M

$171M

n/a

2015

Mar 10, 2016

$195M

$169M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2016

$197M

$195M

1.5%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WEST FINANCIAL SERVICES, INC.

Feb 6, 2018

Feb 7, 2018

FAIRFAX, VA

Team lift out

Other

100.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

1ST PORTFOLIO WEALTH ADVISORS

Aug 25, 2015

Sep 11, 2015

FAIRFAX, VA

Firm absorbed

Other

100.0%