$511.5M Total AUM
$508.3M Disc. AUM
-- 3Y CAGR
8 Employees
353 ADV. Clients
13 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- ZenithFusion optima
- Established Date
- 05-14-2013
- Office Locations
- 2
Office Locations
963 Highland Avenue Dunedin FL
-- Hattiesburg MS
About Client 1ST Advisory Group
Client 1st Advisory Group is a full-service financial planning and investment management firm with a focus on transition planning. The team works primarily with women and retirees, building retirement income strategies aligned to risk tolerance, time horizon, and goals. Portfolios emphasize disciplined asset allocation using vehicles such as ETFs, mutual funds, and fixed income. Custody commonly at Charles Schwab; supports retail and institutional relationships.
Team overview
50 AVG AGE
$73.1M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
7.2 yrs AVG TENURE
8 Employees
7 Advisory Reps
7 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Matrix optima Oak
Client Personas
Wave north
CRM
Ember
Custodian
Ember momentum Momentum prime Signal Matrix wave Momentum Pioneer summit North Momentum
Investment Themes
Quantum Atlas fusion Summit
Investment Vehicles
Ridge fusion
Platform
Legacy legacy Meridian ridge
Services
Atlas frontier Vital vertex Foundation Atlas ridge Legacy Optima meridian Vital Delta summit Unison beacon Vertex peak Foundation
Technology
Bridge Vertex vector
Owner & Executives
M
MORGAN E MABRY
Chief Investment Officer
- CRD
- #5758571
- Ownership
- 10% but less than 25%
(270) 524-4589
bridge.eagle@beaconcapital.com
in linkedin.com/in/matrix-legacy
MICHELLE LAIS MABRY
Chief Executive Officer, Managing Partner, President
- CRD
- #1987030
- Ownership
- Less than 5%
(982) 988-2162
north.vertex@frontiercapital.com
in linkedin.com/in/peak-vector
A
Atlas legacy
Vertex catalyst
- CRD
- #11062
- Ownership
- 28.6%
(828) 455-3255
momentum.atlas@focuscapital.com
in linkedin.com/in/legacy-atlas
Showing 2 of 3 owners & executives
Unlock allContacts
SHARON LOUISE BASTIDE
--
- CRD
- #829602
(275) 890-5278
eagle.atlas@peakcapital.com
in linkedin.com/in/beacon-crest
PAUL COOPER HARRIS
Principal
- CRD
- #4059519
(586) 794-1629
harbor.focus@glaciercapital.com
in linkedin.com/in/vector-wave
H
Horizon radial
Vital crest signal
- CRD
- #36386
(932) 548-7695
focus.ridge@foundationcapital.com
in linkedin.com/in/zenith-vertex
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $508,251,543 | $552,447 |
| Non-Discretionary | $3,235,428 | $808,857 |
| Total | $511,486,971 | $553,557 |
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Separately Managed Accounts
Total SMA Asset: $511,486,971
Public Funds:
16.5% Equity - Exchange:
14.6% Corporate - Investment Grade:
6.8% Cash:
8.2% Private Funds:
19.0% U.S. Government/Agency:
7.2% Municipal Bonds:
11.8% Other:
15.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $333,252,830 | 16.5% |
| Equity - Exchange | $294,878,262 | 14.6% |
| Corporate - Investment Grade | $137,340,560 | 6.8% |
| Cash | $165,616,558 | 8.2% |
| Private Funds | $383,745,683 | 19.0% |
| U.S. Government/Agency | $145,419,417 | 7.2% |
| Municipal Bonds | $238,326,266 | 11.8% |
| Other | $321,134,545 | 15.9% |
| Total | $2,019,714,121 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ELEMENT SIGNAL | LEGACY OAK | VFV4ZAF6K | OBI | 3.90% | $80,252,527 |
| TIMBER RADIAL | SUMMIT HORIZON | 06O973480 | WGNA | 7.72% | $84,330,429 |
| CATALYST RADIAL VALUE | CATALYST RIDGE | 5PKTE7RI5 | OIRD | 8.55% | $55,961,769 |
| FUSION DELTA | TIMBER MERIDIAN | 7IX9SX2HH | BXR | 3.37% | $2,133,162 |
| TIMBER BRIDGE | PRIME FOCUS | P7XGIEQIP | CBR | 9.28% | $16,016,299 |
| PRIME EMBER EAGLE | ELEMENT ZENITH | W8889K912 | EFN | 9.86% | $117,504,604 |
| PEAK ALPHA ELEMENT | OAK FUSION | KNQ2MV27Q | JTDV | 9.23% | $52,669,782 |
| MATRIX EAGLE | HORIZON ELEMENT | GLSPYPDJW | SCDH | 12.28% | $81,890,381 |