# CLIENT 1ST ADVISORY GROUP LLC

CLIENT 1ST ADVISORY GROUP LLC of DUNEDIN, FL is an SEC-registered investment adviser.

## Registration

- CRD: 167790
- Type: SEC-registered investment adviser
- SEC file number: 801-78052
- Location: 963 HIGHLAND AVENUE, DUNEDIN, FL, 34698
- Phone: 727-450-2301
- Latest filing: 2026-03-27
- Regulatory AUM: $511.5M
- Discretionary AUM: $508.3M
- Non-discretionary AUM: $3.2M
- Clients: 8
- Accounts: 924

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Michelle Lais Mabry | CHIEF EXECUTIVE OFFICER | — |
| David George Stieh | CHIEF COMPLIANCE OFFICER | — |
| Craig Scott Phillips | CO-FOUNDER | — |
| Morgan E Mabry | CHIEF INVESTMENT OFFICER | — |
| PHILLIPS CRAIG SCOTT | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER (+5 more) | — |
| MORGAN VICKI | CHIEF COMPLIANCE OFFICER | — |
| STIEH DAVID GEORGE | CHIEF OPERATIONS OFFICER; CHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER; DIRECTOR OF OPERATIONS / MANAGING MEMBER (+1 more) | — |
| PONTZER HERBERT ALOYSIUS | CHIEF COMPLIANCE OFFICER | — |
| MEARS ANDREA DIANE | CHIEF INVESTMENT OFFICER | — |
| MABRY MICHELLE LAIS | CHIEF EXECUTIVE OFFICER; OWNER; PRESIDENT (+2 more) | — |
| Fedder Shaun Patrick | MANAGING MEMBER | — |
| MABRY MORGAN E | CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/167790/brochure
- Similar advisers: https://search.stillhousedata.com/firm/167790/similar
- Related entities: https://search.stillhousedata.com/firm/167790/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/167790

---

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.