Bank / Wealth / TrustRIA · CRD 166212SEC-Registered

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First Advisors National

Founded in 2013 and headquartered in Atlanta, Georgia, First Advisors National operates as a registered investment adviser serving a mixed client base that...

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First Advisors National

Founded in 2013 and headquartered in Atlanta, Georgia, First Advisors National operates as a registered investment adviser serving a mixed client base that spans individual retail investors, corporate accounts, and pension funds. The firm does not publicly disclose assets under management, principal biographies, or a differentiated investment philosophy, which is consistent with the posture of a regional practice focused on direct client relationships rather than institutional brand-building. The firm lists investment management, financial planning, and portfolio management as its core service lines. Asset-class coverage and specific strategy tilts are not detailed in publicly available filings. Its ADV disclosures confirm a standard RIA structure advising individuals, pension funds, corporations, and businesses — a broad mandate typical of firms that customize portfolios to client circumstances rather than marketing a house view or proprietary product. First Advisors National maintains a single office in Atlanta. No satellite locations, adjacent philanthropic vehicles, or affiliated operating companies appear in public records. The firm's headcount and any external capital deployment figures remain undisclosed, consistent with a small-to-midsize RIA likely serving a concentrated regional client base. The firm's structural differentiator, to the extent one can be inferred from sparse public filings, is its simplicity. Unlike roll-up RIAs backed by private equity or multi-family offices layering on alternative access and club deals, First Advisors National presents as a traditional advisory shop — no proprietary funds, no institutional co-investment program, no published sector specialization. Its regulatory filings suggest a firm built around a small team offering planning-led portfolio management without the complexity that defines larger competitors.

General information

Firm type

Bank / Wealth / Trust

Year founded

2013

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Atlanta

Corporate office

Atlanta, GA, United States

Frequently asked questions

What kind of clients does First Advisors National serve?

Based on its regulatory filings, the firm advises individuals, pension funds, corporations, and businesses. This broad client mix is characteristic of a generalist RIA rather than a specialist serving a single niche like ultra-high-net-worth families or institutional allocators.

Does First Advisors National disclose its assets under management?

No. The firm has not publicly disclosed AUM figures. Many smaller RIAs choose not to publish AUM unless required by a specific filing threshold or marketing strategy, so the absence of a disclosed number is not unusual for a firm of this profile.

Is First Advisors National part of a larger financial institution or roll-up?

There is no public evidence suggesting the firm is owned by a larger bank, asset manager, or private equity-backed RIA consolidator. It appears to operate as an independent advisory practice based in Atlanta.

What investment strategies does First Advisors National employ?

The firm's public materials reference investment management, financial planning, and portfolio management as its core services. Specific asset-class allocations, manager selection criteria, or house views on sectors have not been publicly detailed, suggesting a customized planning-led approach rather than a centralized model portfolio.

Does First Advisors National offer alternative investments or private market access?

There is no public indication of a dedicated alternatives program, co-investment platform, or private fund access. The firm's regulatory profile and lack of published alternative-investment disclosures point toward traditional liquid portfolio management.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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