First National Advisers, Llc
$323M reported client assets across 1 advisory firms in FY2025 annual amendments
Reported client assets over time
$260M
$323M
2023
2025
Same-firm comparison: 1 firms that reported First National Advisers, Llc in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Investment Consulting Group Inc | $323M | $2.8B | 11.4% | 03/27/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.