FIRST ADVISORS NATIONAL, LLC

FIRST ADVISORS NATIONAL, LLC of ATLANTA, GA is an SEC-registered investment adviser (CRD 166212). Regulatory assets under management: $505.9M.

Registration

• CRD: 166212
• SEC file number: 801-77440
• Type: Registered investment adviser
• Location: 1372 PEACHTREE STREET NE, ATLANTA, GA, 30309
• Phone: 1-855-326-7427
• Latest filing: 2026-03-30
• Regulatory AUM: $505.9M
• Discretionary AUM: $505.9M
• Clients: 65
• Accounts: 9,026

Business model

Compensation: % of AUM, Other.

Clients served: Individuals, High net worth, Charities, Other.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 166212 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search