1st Financial LLC

Public-record details

Address

2144 Seven Springs Blvd, Suite 406, New Port Richey, FL 34655

Phone

(727) 777-4269

Listed under

% of assets managed

CRD number

159015

Registration

State registered: FL

Compensation (Form ADV 5.E)

Percentage of assets under management; Other (Selection of Other Advisors)

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Portfolio management for individuals/small businesses; Selection of other advisers

Regulatory assets under management

$5.0 million

Accounts managed

22

Clients reported (Form ADV 5.D)

18

Individual / high-net-worth clients

18 / 0

Employees

1

Other business activities (Form ADV 6.A)

Also active as: insurance broker or agent

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-03-25

State registered (FL) investment adviser, CRD 159015, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 159015 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.