# CLIENT FIRST ADVISORS,INC.

CLIENT FIRST ADVISORS,INC. of CLEARWATER, FL is an SEC-registered investment adviser.

## Registration

- CRD: 113085
- Type: SEC-registered investment adviser
- SEC file number: 801-60336
- Location: 611 DRUID RD. E, SUITE 707, CLEARWATER, FL, 33756
- Phone: 727-450-2301
- Latest filing: 2013-01-15
- Regulatory AUM: $140.7M
- Discretionary AUM: $128.3M
- Non-discretionary AUM: $12.4M
- Clients: 8
- Accounts: 174

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| PHILLIPS CRAIG SCOTT | CHIEF EXECUTIVE OFFICER; PRESIDENT | — |
| HEIL CYNTHIA PAYNE | VICE PRESIDENT | — |
| MORGAN VICKI | CHIEF COMPLIANCE OFFICER | — |
| STIEH DAVID GEORGE | CHIEF OPERATING OFFICER; CHIEF OPERATIONS OFFICER | — |
| MABRY MICHELLE LAIS | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/113085/brochure
- Similar advisers: https://search.stillhousedata.com/firm/113085/similar
- Related entities: https://search.stillhousedata.com/firm/113085/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/113085

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.