First Advisors National, Llc
SEC-registered
Insurance-Affiliated · Small ($100M–$1B)
CRD 166212
· SEC file 801-77440
· Atlanta, GA
· www.facebook.com
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ADV data as of Mar 30, 2026
- Regulatory AUM
- $506M
- Discretionary
- $506M
- Clients
- 4,858
- Avg AUM / client
- $104K
- Accounts
- 9,026
- Employees
- 65
AUM over time
$0
$506M
Nov 2012
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 4,858 | $506M | 100.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Qbox Pooled Employer Plan Plan Compliance Services, Inc. | 2024 |
People (70)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert Davis Van Sant | Managing Member/Chief Compliance Officer | Nov 2012 (14y) | 75% or more | |
| Charles Frederick Mcdonald | Registered representative | Jan 2013 (14y) | ||
| Timothy Blaine Stone | Registered representative | Jan 2013 (14y) | ||
| Mark Robert Gordon | Registered representative | Jan 2013 (14y) | ||
| Paul Steven Patterson | Registered representative | Jan 2013 (14y) | ||
| Warren S Braswell | Registered representative | Jan 2013 (14y) | ||
| David Wayne Wyrick | Registered representative | Feb 2013 (13y) | ||
| Donald Henry Meyer | Registered representative | Oct 2013 (13y) | ||
| Robert L Arnold | Registered representative | Mar 2014 (12y) | ||
| Stephen Joseph Locke | Registered representative | CFP Chartered Financial Consultant | Apr 2014 (12y) | |
| James Dayton Brown | Registered representative | Oct 2014 (12y) | ||
| Matthew Gerard Vysoky | Registered representative | Jan 2015 (12y) | ||
| John Joseph Shea | Registered representative | Jan 2015 (12y) | ||
| Robert Gilbert Gomez | Registered representative | Feb 2015 (11y) | ||
| Kyle Blake Carlton | Registered representative | Feb 2015 (11y) | ||
| Brendan Francis Houlihan | Registered representative | Apr 2015 (11y) | ||
| Eric Thomas Scoggins | Registered representative | CFP | Apr 2015 (11y) | |
| Katharine Elizabeth Coppola | Registered representative | Jan 2016 (11y) | ||
| Richard Douglas Keppler | Registered representative | May 2016 (10y) | ||
| Eric John Netzel | Registered representative | Jul 2016 (10y) | ||
| Sharran Hood | Registered representative | May 2017 (9y) | ||
| Carl Enrique Grande | Registered representative | Nov 2017 (9y) | ||
| David Lewis Ermlick | Registered representative | Jan 2018 (9y) | ||
| Kathryn Michelle Ridge | Registered representative | Jan 2018 (9y) | ||
| Allen Rilee Fredericks | Registered representative | Feb 2018 (8y) | ||
| Bernard Paul Atkins | Registered representative | Feb 2018 (8y) | ||
| Anne Bradley Ermlick | Registered representative | Aug 2018 (8y) | ||
| Christopher Craig Jahntz | Registered representative | Oct 2018 (8y) | ||
| Philip Brian Crawford | Registered representative | May 2019 (7y) | ||
| Daniel Lee Lamb | Registered representative | Aug 2020 (6y) | ||
| Brian Francis Callaghan | Registered representative | Apr 2021 (5y) | ||
| Peter Michael Crabtree | Registered representative | Aug 2021 (5y) | ||
| Ronald A Deramon | Registered representative | Nov 2021 (5y) | ||
| Brian Albert Lee | Registered representative | Jan 2022 (5y) | ||
| David A Kudo | Registered representative | Apr 2022 (4y) | ||
| Greg Douglas Peters | Registered representative | Jun 2022 (4y) | ||
| Joseph William Maggiore | Registered representative | Jul 2022 (4y) | ||
| George Thomas Nickels | Registered representative | Feb 2023 (3y) | ||
| Michael James Marcum | Registered representative | Mar 2023 (3y) | ||
| Dirk Thomas Swiderek | Registered representative | May 2023 (3y) | ||
| Jose Miguel Hernandez Gomez | Registered representative | Jun 2023 (3y) | ||
| Teresa Young | Registered representative | Dec 2023 (3y) | ||
| Ruth Elizabeth Cardenas | Registered representative | Sep 2024 (2y) | ||
| Christopher Michael Martella | Registered representative | Sep 2024 (2y) | ||
| Carlos Francisco Uriarte | Registered representative | Nov 2024 (2y) | ||
| Thomas Phillip Boggess | Registered representative | Dec 2024 (2y) | ||
| Danny Dee Gordon | Registered representative | Jan 2025 (2y) | ||
| John Jay Hamric | Registered representative | Jan 2025 (2y) | ||
| Christopher Sean Hardy | Registered representative | Jan 2025 (2y) | ||
| Paul Joseph Gnap | Registered representative | Jan 2025 (2y) | ||
| Christopher D Bach | Registered representative | Feb 2025 (1y) | ||
| Saul Alberto Garcia Luna | Registered representative | Mar 2025 (1y) | ||
| Jeremy Logeot | Registered representative | Chartered Financial Consultant | Aug 2025 (1y) | |
| Nelly Knowles Stoneburner | Registered representative | Oct 2025 (1y) | ||
| Geno Joseph Del Boccio | Registered representative | Oct 2025 (1y) | ||
| Emilio Francisco Solernou | Registered representative | Oct 2025 (1y) | ||
| John Hackett | Registered representative | Nov 2025 (1y) | ||
| David W Conard | Registered representative | Jan 2026 (1y) | ||
| Douglas Grant Vowell | Registered representative | Jan 2026 (1y) | ||
| Michael Ray Claiborne | Registered representative | Jan 2026 (1y) | ||
| William Mason Harrison | Registered representative | Jan 2026 (1y) | ||
| Neal Guthrie Parrish | Registered representative | Jan 2026 (1y) | ||
| Claire Laura Fischer | Registered representative | Feb 2026 (0y) | ||
| Timothy John Henderson | Registered representative | Mar 2026 (0y) | ||
| Chase Thomas Parker | Registered representative | Apr 2026 (0y) | ||
| Marcus Lee Davis | Registered representative | Apr 2026 (0y) | ||
| Michael Kreusch | Registered representative | CFA | Apr 2026 (0y) | |
| William C Cheng | Registered representative | Jun 2026 (0y) | ||
| Colton Garrett Berger | Registered representative | Jun 2026 (0y) | ||
| Jeremy Craig Story | Registered representative | Jul 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Qbox Pooled Employer Plan | Plan Compliance Services, Inc. | 313 | $11.0M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 914 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • SOLICITOR/ENDORSEMENT FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Folio Investments, Inc. $491M (97% of AUM) Mar 2026
- Charles Schwab & Co. $15.2M (3% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗