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

1ST PORTFOLIO WEALTH ADVISORS

1ST PORTFOLIO, INC., CRD 134901

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:7bb1f6fe-cb48-a3e1-a784-989ef6f8f3ea

Data as of May 20, 2015 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 1
On other graphs: 0
Observed: Jun 27, 2013 to May 20, 2015
11 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: $190MItem 5.F on the latest filing (2015-05-20); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $163M
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: 485
SEC number: 801-78288
CRD: 134901
Filings on the tape: 11
First filed: Jun 27, 2013
Latest filed: May 20, 2015
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
1ST PORTFOLIO HOLDING CORPORATION	Owner	E	yes	04/2009	Jun 27, 2013	May 20, 2015
HOLTAWAY, JONATHAN, DAVID	SECRETARY AND TREASURER	C	yes	02/2009	Jun 27, 2013	May 20, 2015
REBIBO, JACQUES, [NMN]	CHAIRMAN OF THE BOARD	C	yes	02/2009	Jun 27, 2013	May 20, 2015
REBIBO, MICHAEL, JAMES	PRESIDENT AND CHIEF EXECUTIVE OFFICER	C	yes	02/2009	Jun 27, 2013	May 20, 2015
REBIBO, MICHAEL, JAMES	PRESIDENT/CHIEF EXECUTIVE OFFICER	Na	yes	01/2005	Jun 27, 2013	May 20, 2015
TAYLOR, WILLIAM, KIRK	CHIEF COMPLIANCE OFFICER	Na	yes	03/2010	Jun 27, 2013	May 20, 2015

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
2014	Mar 18, 2015	$178M	$151M	6	4	n/a	n/a	n/a
2013	Mar 19, 2014	$153M	$126M	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
2014	$190M	$153M	24.5%	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
1ST PORTFOLIO WEALTH ADVISORS	4	Aug 25, 2015	Sep 11, 2015	FAIRFAX, VA	Firm absorbed	Other	100.0%

Relationships

Controls (5)

← REBIBO, JACQUES, [NMN]OwnerCHAIRMAN OF THE BOARD, ownership code C, individual
Jun 27, 2013 to presentfactForm ADV
← TAYLOR, WILLIAM, KIRKOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jun 27, 2013 to presentfactForm ADV
← REBIBO, MICHAEL, JAMESOwnerPRESIDENT AND CHIEF EXECUTIVE OFFICER, ownership code C, individual
Jun 27, 2013 to presentfactForm ADV
← HOLTAWAY, JONATHAN, DAVIDOwnerSECRETARY AND TREASURER, ownership code C, individual
Jun 27, 2013 to presentfactForm ADV
← 1ST PORTFOLIO HOLDING CORPORATIONOwnerOWNER, ownership code E, domestic entity
Jun 27, 2013 to presentfactForm ADV

Moved with (1)

→ 1ST PORTFOLIO WEALTH ADVISORSRegistered adviser4 advisors, firm absorbed, same day
Aug 25, 2015 to Sep 11, 2015factForm ADV

Registered with (6)

← WILLIAM KIRK TAYLORAdvisorregistration: previous registration
Oct 25, 2011 to Aug 25, 2015factForm ADV
← MICHAEL JAMES REBIBOAdvisorregistration: previous registration
Apr 13, 2005 to Aug 25, 2015factForm ADV
← MICHAEL PETER DUPREYAdvisorregistration: previous registration
Jul 3, 2012 to Aug 25, 2015factForm ADV
← NEVIN KAULAdvisorregistration: previous registration
Nov 5, 2012 to Aug 25, 2015factForm ADV
← DAVID WILLIAM NASHAdvisorregistration: previous registration
Jun 28, 2011 to Jun 7, 2012factForm ADV
← NEIL KAMAL MACKERAdvisorregistration: previous registration
Jun 29, 2009 to Oct 26, 2010factForm ADV

Dated events

Occurred
Jun 27, 2013
First Form ADV filing
1St Portfolio, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7bb1f6fe-cb48-a3e1-a784-989ef6f8f3ea
First observed: Jun 27, 2013
Last observed: May 20, 2015 138 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 134901

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:7bb1f6fe-cb48-a3e1-a784-989ef6f8f3ea

Data as of May 20, 2015 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:50 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

1ST PORTFOLIO HOLDING CORPORATION

Owner

yes

04/2009

Jun 27, 2013

May 20, 2015

HOLTAWAY, JONATHAN, DAVID

SECRETARY AND TREASURER

yes

02/2009

Jun 27, 2013

May 20, 2015

REBIBO, JACQUES, [NMN]

CHAIRMAN OF THE BOARD

yes

02/2009

Jun 27, 2013

May 20, 2015

REBIBO, MICHAEL, JAMES

PRESIDENT AND CHIEF EXECUTIVE OFFICER

yes

02/2009

Jun 27, 2013

May 20, 2015

REBIBO, MICHAEL, JAMES

PRESIDENT/CHIEF EXECUTIVE OFFICER

yes

01/2005

Jun 27, 2013

May 20, 2015

TAYLOR, WILLIAM, KIRK

CHIEF COMPLIANCE OFFICER

yes

03/2010

Jun 27, 2013

May 20, 2015

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2014

Mar 18, 2015

$178M

$151M

n/a

2013

Mar 19, 2014

$153M

$126M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2014

$190M

$153M

24.5%

n/a

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%