Data / Investment advisers / Georgia / First Advisors National, LLC
First Advisors National, LLC, Atlanta, GA: $506 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
First Advisors National, LLC is an SEC registered investment adviser with its main office in Atlanta, Georgia and reports $506 million in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include individuals. It is paid through a percentage of assets under management and other fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 166212
- SEC file number
- 801-77440
- SEC status
- Approved, effective December 18, 2012
- Main office
- 1372 Peachtree Street Ne, Atlanta, GA 30309
- Phone
- (855) 326-7427
- Regulatory AUM
- $505,872,518 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $505,872,518
- Accounts
- 9,026
- Employees
- 65, of which 64 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, other fees
- Other offices
- 62
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 4,858 | $505.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $505.9 million | March 30, 2026 |
| December 1, 2025 | $501.1 million | March 31, 2025 |
Other advisers in Atlanta
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Novapoint Capital LLC | Atlanta | $536.2 million | Not listed | adviserinfo.sec.gov |
| Financial Innovations, LLC | Atlanta | $535.2 million | Not listed | adviserinfo.sec.gov |
| Sardis Group, LLC | Atlanta | $531.2 million | Not listed | adviserinfo.sec.gov |
| Benedict Financial Advisors, Inc. | Atlanta | $529.4 million | Not listed | adviserinfo.sec.gov |
| Highbrook Capital Partners | Atlanta | $509.1 million | Not listed | adviserinfo.sec.gov |
| Investors Asset Management of Georgia Inc | Atlanta | $502 million | Not listed | adviserinfo.sec.gov |
| Paces Ferry Wealth Advisors, LLC | Atlanta | $491.2 million | Not listed | adviserinfo.sec.gov |
| Register Financial Advisors, LLC | Atlanta | $488.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Atlanta, GA
- Investment advisers in Georgia
- Advisers with $500 million to $1 billion in AUM
- Advisers serving individuals
- First Advisors National, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.