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.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$317MItem 5.F on the latest filing (2026-05-28); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$317M

Private client RAUM

$317MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$79.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

4

Advisory employees

4

Offices

1Schedule D 1.F, beyond the principal office

Accounts

1,026

Individual clients

289

High net worth clients

89

SEC number

801-112777

CIK

2054920

CRD

134006

Filings on the tape

16

First filed

Mar 6, 2018

Latest filed

May 28, 2026

Organised

Corporation, NC

• Occurred

  Mar 6, 2018
  First Form ADV filing

  First Financial Group filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f13ac2ef-4651-8a91-61d0-193ace765136

First observed

Mar 6, 2018

Last observed

May 28, 2026 3 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.