DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
First Advisors National, LLC
Latest filing Mar 30, 2026
First filing on the tape Nov 30, 2012 · 70 filings
SEC status approved since Dec 18, 2012
RAUM
$506M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$506M individuals and HNW
Advisors
77
registered through the firm on IAPD
RAUM per advisor
$6.6M
derived; firm RAUM over IAPD count
Employees
65
64 advisory (5.B.1)
Offices
62
beyond the principal office
Private funds
0
reported on Schedule D
History
70 filings and snapshots on the tape
RAUM$506M as of Mar 30, 2026
Mar 22, 2013$0 then
HNW client RAUM: $69.8M
State-registered IARs (5.B.3)64 as of Mar 30, 2026
Mar 22, 20131 then
Employees (5.A)65 as of Mar 30, 2026
Mar 22, 20131 then
Private funds: no history
RAUM +0.9% over the last fiscal year+13% a year over threeIARs 56 to 64offices 56 to 62
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
- RAUM per advisor
- $6.5MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $56,046derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 0.8derivedItem 5.A over advisors
- Advisors per office
- 1.2derived63 offices incl. principal (1.F.5)
- RAUM growth, one year
- +0.9%derivedbetween the last two annual amendments
- Advisor growth, one year
- +14%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, otherreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisers, otherreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$506M100%
- Individual clients
- 4,858reported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 9,026reported
- Financial planning clients
- 11-25reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
79 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Robert Davis Van Sant | Atlanta, Ga | Jan 2, 2013 | 43 y | 4 |
| Charles Frederick Mcdonald | Murfreesboro, Tn | Jan 4, 2013 | 16 y | 1 |
| Timothy Blaine Stone | Winfield, Wv | Jan 10, 2013 | 16 y | 1 |
| Mark Robert Gordon | Palos Heights, Il | Jan 22, 2013 | 32 y | 1 |
| Paul Steven Patterson | Rock Hill, Sc | Jan 25, 2013 | 45 y | 2 |
| Warren S Braswell | Rocky Mount, Nc | Jan 25, 2013 | 25 y | 3 |
| David Wayne Wyrick | Madison, Al | Feb 6, 2013 | 32 y | 1 |
| Donald Henry Meyer | Brentwood, Tn | Oct 23, 2013 | 22 y | 0 |
| Robert L Arnold | Dothan, Al | Mar 10, 2014 | 34 y | 2 |
| Stephen Joseph LockeCertified Financial Planner, Chartered Financial Consultant | Stephens City, Va | Apr 2, 2014 | 43 y | 4 |
| James Dayton Brown | Fairfield, Ca | Oct 1, 2014 | 21 y | 3 |
| Matthew Gerard Vysoky | Franklin, Tn | Jan 2, 2015 | 21 y | 0 |
| John Joseph Shea | Denton, Tx | Jan 7, 2015 | 41 y | 1 |
| Robert Gilbert Gomez | Winnsboro, Tx | Feb 2, 2015 | 19 y | 2 |
| Kyle Blake Carlton | Franklin, Tn | Feb 19, 2015 | 22 y | 0 |
| Brendan Francis Houlihan | Palos Heights, Il | Apr 16, 2015 | 12 y | 0 |
| Eric Thomas ScogginsCertified Financial Planner | Hoschton, Ga | Apr 29, 2015 | 34 y | 2 |
| Katharine Elizabeth Coppola | Milfiord, Ct | Jan 15, 2016 | 20 y | 1 |
| Richard Douglas Keppler | Coupeville, Wa | May 2, 2016 | 41 y | 1 |
| Eric John Netzel | Round Lake, Il | Jul 28, 2016 | 30 y | 1 |
| Sharran Hood | Grapevine, Tx | May 18, 2017 | 15 y | 1 |
| Carl Enrique Grande | Glendora, Ca | Nov 9, 2017 | 18 y | 0 |
| David Lewis Ermlick | Centreville, Va | Jan 8, 2018 | 22 y | 4 |
| Kathryn Michelle Ridge | Greenville, Tx | Jan 10, 2018 | 10 y | 1 |
| Allen Rilee Fredericks | Winchester, Va | Feb 2, 2018 | 14 y | 0 |
| Bernard Paul Atkins | Atlanta, Ga | Feb 28, 2018 | 25 y | 1 |
| Anne Bradley Ermlick | Centreville, Va | Aug 17, 2018 | 17 y | 0 |
| Christopher Craig Jahntz | Wheaton, Il | Oct 9, 2018 | 38 y | 2 |
| Philip Brian Crawford | George West, Tx | May 3, 2019 | 27 y | 3 |
| Daniel Lee Lamb | Apple Valley, Ca | Aug 12, 2020 | 25 y | 1 |
| Brian Francis Callaghan | South Elgin, Il | Apr 29, 2021 | 32 y | 0 |
| Peter Michael Crabtree | Libertyville, Il | Aug 31, 2021 | 13 y | 3 |
| Ronald A Deramon | New City, Ny | Nov 13, 2021 | 23 y | 1 |
| Brian Albert Lee | South Elgin, Il | Jan 19, 2022 | 22 y | 3 |
| David A Kudo | Villa Park, Il | Apr 18, 2022 | 14 y | 3 |
| Greg Douglas Peters | Eagleville, Tn | Jun 10, 2022 | 30 y | 0 |
| Joseph William Maggiore | Virginia Beach, Va | Jul 29, 2022 | 16 y | 1 |
| George Thomas Nickels | Flowery Branch, Ga | Feb 9, 2023 | 13 y | 1 |
| Michael James Marcum | Kapolei, Hi | Mar 13, 2023 | 34 y | 0 |
| Dirk Thomas Swiderek | Palos Park, Il | May 2, 2023 | 17 y | 0 |
Advisor movement
4 left, 9 joined in 12 months
net +5 in 12 months1 left in 90 days5 joined in 90 daysdeparture rate 5.2% of current headcount18 left over 36 months
Left, latest
- Ryan Michael Bridges to Simplicity WealthJul 3, 2026 · RIA to RIA
- David John Zbonski to David Zbonski, LLCApr 10, 2026 · RIA to a state-registered adviser
- William Joseph O'Neil to Advisory Alpha, LLCJan 15, 2026 · RIA to RIA
- Daren Edward Chamblee to First Family WealthOct 20, 2025 · RIA to a state-registered adviser
- Keith Motusesky to Cetera Investment Advisers LLCSep 12, 2025 · RIA to affiliated broker-dealer or bank
- Michael P Schessler to Foundations Investment Advisors LLCAug 29, 2025 · RIA to RIA
- Mark Ryan Oneil to Advisory Alpha, LLCMay 21, 2025 · RIA to RIA
- Lane G Martinsen to Martinsen Wealth ManagementMar 3, 2025 · RIA to a newly registered adviser
- Daniel Ray Knelson to Financial & Tax Architects, LLCJan 16, 2025 · RIA to RIA
- Kenneth Sherman Holmes to Martinsen Wealth ManagementJan 6, 2025 · RIA to a newly registered adviser
- Gary Stoller to Elevate Wealth Advisory, Inc.Jan 6, 2025 · RIA to RIA
- Kurt Allen Berry to Advisor Share Wealth Management, LLCJan 6, 2025 · RIA to RIA
- Byron Richard Ison to Optivise Advisory Services LLCDec 2, 2024 · RIA to RIA
- Cory Bruce Carlton to Optivise Advisory Services LLCDec 2, 2024 · RIA to RIA
- Mark Goaslind to Martinsen Wealth ManagementOct 1, 2024 · RIA to a newly registered adviser
Joined, latest
- Adanlys Rafael Santos - Pichardo from Primerica AdvisorsSep 16, 2026 · Affiliated broker-dealer or bank to independent RIA
- Indra Arango from Asset Allocation Strategies, LLCAug 27, 2026 · RIA to RIA
- Richard John Bellamy from Asset Allocation Strategies, LLCAug 27, 2026 · RIA to RIA
- Rodrigo Posse from Asset Allocation Strategies, LLCAug 20, 2026 · RIA to RIA
- Deanna Pelletier from Asset Allocation Strategies, LLCAug 5, 2026 · RIA to RIA
- Michael Kreusch from Asylum TradingApr 23, 2026 · Other
- Neal Guthrie Parrish from MML Investors Services, LLCJan 5, 2026 · Other
- David W Conard from Planmember Securities CorporationJan 1, 2026 · RIA to RIA
- Emilio Francisco Solernou from Sequent Planning, LLCOct 30, 2025 · RIA to RIA
- Keith Motusesky from Corecap AdvisorsJan 22, 2025 · Affiliated broker-dealer or bank to independent RIA
- Thomas Phillip Boggess from Cambridge Investment Research Advisors, Inc.Dec 16, 2024 · Affiliated broker-dealer or bank to independent RIA
- Carlos Francisco Uriarte from Wholehearted Financial Services LLCNov 21, 2024 · Other
- Ruth Elizabeth Cardenas from Kovack Advisors, Inc.Sep 20, 2024 · Affiliated broker-dealer or bank to independent RIA
- Dominick Lawrence Deangelis from U.S. Bancorp Advisors, LLCMar 22, 2024 · Affiliated broker-dealer or bank to independent RIA
- Jeremy Lane Vaught from Pruco Securities, LLCMar 6, 2024 · Affiliated broker-dealer or bank to independent RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for Royal Fund Management, LLCDec 5, 2018 · Delray Beach, Fl
- 2 left for Brookstone Capital Management LLCNov 13, 2017 · Brentwood, Tn
- 2 joined from Asset Allocation Strategies, LLCJul 28, 2026 · Farmington, Mi
- 2 joined from Cetera Advisors LLCAug 15, 2022 · Allen Park, Mi
- 2 joined from Center Street Advisors, Inc.Jan 2, 2018 · Nashville, Tn
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Davis Robert Van Sant · Managing Member/Chief Compliance Officercontrolsince 11/2012 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Hoschton, Ga | 3 | 1 | 0 | ||
| Palos Heights, Il | 2 | 0 | 0 | ||
| Franklin, Tn | 2 | 0 | 0 | ||
| Atlanta, Ga · principal | 2 | 0 | 0 | ||
| South Elgin, Il | 2 | 0 | 0 | ||
| Brentwood, Tn | 2 | 0 | 0 | ||
| Miami, Fl | 2 | 2 | 0 | ||
| El Paso, Tx | 2 | 0 | 0 | ||
| Centreville, Va | 2 | 0 | 0 | ||
| Johnson City, Tn | 1 | 1 | 0 | ||
| Murfreesboro, Tn | 1 | 0 | 1 | ||
| Spring Hill, Tn | 0 | 0 | 0 | ||
| Tucson, Az | 0 | 0 | 0 | ||
| Union City, Nj | 0 | 0 | 0 | ||
| Wesley Chapel, Fl | 0 | 0 | 0 | ||
| Apache Junction, Az | 0 | 0 | 0 | ||
| West Jordon, Ut | 0 | 0 | 0 | ||
| Chandler, Az | 0 | 0 | 0 | ||
| Detroit, Mi | 0 | 0 | 0 | ||
| Houston, Tx | 0 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- account count surgeChange between filings · filing Mar 30, 2026accounts (Item 5.F.2.f) moved from 5,207.0 to 9,026.0 (+73.0%) between the annual amendments of 2025-03-31 and 2026-03-30; the peer median change was +6.0% (1256 comparable advisers, 96.0th percentile of changes)peers: independent wealth managers, $500M to $1B (1,256) · 96% percentile
What changed
consecutive filings, newest first
- Accounts · 5,207 to 9,026Mar 31, 2025 to Mar 30, 2026
- Advisory employees · 56 to 64Mar 31, 2025 to Mar 30, 2026
- HNW clients · 46.0 to unsetMar 31, 2025 to Mar 30, 2026
- Individual clients · 3,384 to 4,858Mar 31, 2025 to Mar 30, 2026
- Employees · 59 to 65Mar 31, 2025 to Mar 30, 2026
- State-registered IARs · 56 to 64Mar 31, 2025 to Mar 30, 2026
- Other offices · 56 to 62Mar 31, 2025 to Mar 30, 2026
- Discretionary RAUM · $501M to $506MMar 31, 2025 to Mar 30, 2026
- HNW RAUM · 69771404.0 to unsetMar 31, 2025 to Mar 30, 2026
- Individual RAUM · $431M to $506MMar 31, 2025 to Mar 30, 2026
- RAUM · $501M to $506MMar 31, 2025 to Mar 30, 2026
- Accounts · 4,892 to 5,207Apr 26, 2024 to Mar 31, 2025
- Advisory employees · 69 to 56Apr 26, 2024 to Mar 31, 2025
- HNW clients · unset to 46.0Apr 26, 2024 to Mar 31, 2025
- Individual clients · 3,288 to 3,384Apr 26, 2024 to Mar 31, 2025
- Employees · 70 to 59Apr 26, 2024 to Mar 31, 2025
- Financial planning clients · 26-50 to 11-25Apr 26, 2024 to Mar 31, 2025
- State-registered IARs · 69 to 56Apr 26, 2024 to Mar 31, 2025
- Other offices · 60 to 56Apr 26, 2024 to Mar 31, 2025
- Discretionary RAUM · $448M to $501MApr 26, 2024 to Mar 31, 2025
- HNW RAUM · unset to 69771404.0Apr 26, 2024 to Mar 31, 2025
- Individual RAUM · $448M to $431MApr 26, 2024 to Mar 31, 2025
- RAUM · $448M to $501MApr 26, 2024 to Mar 31, 2025
- Accounts · 4,080 to 4,892Nov 7, 2023 to Mar 30, 2024
- Advisory employees · 62 to 69Nov 7, 2023 to Mar 30, 2024
- Individual clients · 3,085 to 3,288Nov 7, 2023 to Mar 30, 2024
- Employees · 63 to 70Nov 7, 2023 to Mar 30, 2024
- Financial planning clients · 11-25 to 26-50Nov 7, 2023 to Mar 30, 2024
- State-registered IARs · 62 to 69Nov 7, 2023 to Mar 30, 2024
- Discretionary RAUM · $350M to $448MNov 7, 2023 to Mar 30, 2024
- Individual RAUM · $350M to $448MNov 7, 2023 to Mar 30, 2024
- RAUM · $350M to $448MNov 7, 2023 to Mar 30, 2024
- Accounts · 4,147 to 4,080Apr 22, 2022 to Apr 3, 2023
- Advisory employees · 60 to 62Apr 22, 2022 to Apr 3, 2023
- Individual clients · 2,664 to 3,085Apr 22, 2022 to Apr 3, 2023
- Employees · 64 to 63Apr 22, 2022 to Apr 3, 2023
- State-registered IARs · 60 to 62Apr 22, 2022 to Apr 3, 2023
- Discretionary RAUM · $363M to $350MApr 22, 2022 to Apr 3, 2023
- Individual RAUM · $363M to $350MApr 22, 2022 to Apr 3, 2023
- RAUM · $363M to $350MApr 22, 2022 to Apr 3, 2023
Signals
37 dated events
- Adanlys Rafael Santos - Pichardo registered as an investment adviser representative at First Advisors National, LlcSep 16, 2026 · Advisor registered · fact
- Richard Ernest Myrick registered as an investment adviser representative at First Advisors National, LlcSep 14, 2026 · Advisor registered · fact
- 3 advisors left Asset Allocation Strategies, LLC (Farmington, MI) for First Advisors National, LLC on the same dayJul 28, 2026 · Team lift-out · derived
- Ryan Michael Bridges left First Advisors National, Llc for Simplicity Wealth (registered 2026-07-09)Jul 3, 2026 · Advisor changed firm · fact
- David John Zbonski left First Advisors National, Llc for David Zbonski, Llc (registered 2026-03-26)Apr 10, 2026 · Advisor changed firm · fact
- First Advisors National, Llc reported 62 offices beyond its principal office, up from 56 (2025-03-31 to 2026-03-30)Mar 30, 2026 · Office count change · derived
- William Joseph O'Neil left First Advisors National, Llc for Advisory Alpha, Llc (registered 2026-01-20)Jan 15, 2026 · Advisor changed firm · fact
- Daren Edward Chamblee left First Advisors National, Llc for First Family Wealth (registered 2025-10-21)Oct 20, 2025 · Advisor changed firm · fact
- Keith Motusesky left First Advisors National, Llc for Cetera Investment Advisers Llc (registered 2025-09-02)Sep 12, 2025 · Advisor changed firm · fact
- Michael P Schessler left First Advisors National, Llc for Foundations Investment Advisors Llc (registered 2025-09-08)Aug 29, 2025 · Advisor changed firm · fact
- Mark Ryan Oneil left First Advisors National, Llc for Advisory Alpha, Llc (registered 2025-11-21)May 21, 2025 · Advisor changed firm · fact
- Lane G Martinsen left First Advisors National, Llc for Martinsen Wealth Management (registered 2024-09-09)Mar 3, 2025 · Advisor changed firm · fact
- Daniel Ray Knelson left First Advisors National, Llc for Financial & Tax Architects, Llc (registered 2024-12-16)Jan 16, 2025 · Advisor changed firm · fact
- Gary Stoller left First Advisors National, Llc for Elevate Wealth Advisory, Inc. (registered 2024-07-22)Jan 6, 2025 · Advisor changed firm · fact
- Kurt Allen Berry left First Advisors National, Llc for Advisor Share Wealth Management, Llc (registered 2025-01-02)Jan 6, 2025 · Advisor changed firm · fact
- Kenneth Sherman Holmes left First Advisors National, Llc for Martinsen Wealth Management (registered 2024-09-11)Jan 6, 2025 · Advisor changed firm · fact
- Cory Bruce Carlton left First Advisors National, Llc for Optivise Advisory Services Llc (registered 2024-12-20)Dec 2, 2024 · Advisor changed firm · fact
- Byron Richard Ison left First Advisors National, Llc for Optivise Advisory Services Llc (registered 2025-01-07)Dec 2, 2024 · Advisor changed firm · fact
- Jeremy Lane Vaught left First Advisors National, Llc for Martinsen Wealth Management (registered 2024-08-23)Oct 1, 2024 · Advisor changed firm · fact
- Mark Goaslind left First Advisors National, Llc for Martinsen Wealth Management (registered 2024-10-01)Oct 1, 2024 · Advisor changed firm · fact
- John Thomas Turner left First Advisors National, Llc for Bankers Life Advisory Services, Inc. (registered 2025-01-07)Aug 14, 2024 · Advisor changed firm · fact
- Dominick Lawrence Deangelis left First Advisors National, Llc for Trajan Wealth, L.L.C. (registered 2024-10-18)Jun 6, 2024 · Advisor changed firm · fact
- Tonya Rene Bains left First Advisors National, Llc for Bains, Tonya R (registered 2024-11-06)Jul 19, 2023 · Advisor changed firm · fact
- Stuart Mathew Hunsicker left First Advisors National, Llc for Bedrock Investment Advisors (registered 2023-03-13)May 4, 2023 · Advisor changed firm · fact
- 2 advisors left Cetera Advisors LLC (Allen Park, MI) for First Advisors National, LLC on the same dayAug 15, 2022 · Team lift-out · derived
- Timothy Jay Beeman left First Advisors National, Llc for Redwood Private Wealth (registered 2022-08-01)Aug 1, 2022 · Advisor changed firm · fact
- Dominick Joseph Cristofaro left First Advisors National, Llc for Deep Blue Investment Advisors (registered 2022-06-07)May 25, 2022 · Advisor changed firm · fact
- First Advisors National, Llc reported RAUM $362.6M, up 45% from $249.8M (2021-09-02 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Mohsen Khodaverdi left First Advisors National, Llc for Lion Street Advisors, Llc (registered 2022-06-28)Feb 25, 2022 · Advisor changed firm · fact
- Jessica Louise Smith left First Advisors National, Llc for Inlight Wealth (registered 2022-07-06)Jan 7, 2022 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 615-347-6044reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/first-advisors-nationalreportedpublic record, Form ADV, Sep 17, 2026
- Website
- vowellfg.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 1-855-326-7427reportedpublic record, Form ADV, Mar 30, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $6.6Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026