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- Custodian
- Charles Schwab & Company · Folio Investments · Goldman Sachs
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-18-2012
- Office Locations
- 65
Office Locations
About First Advisors National, LLC
FIRST ADVISORS NATIONAL, LLC is an Atlanta-based registered investment adviser providing investment management and financial planning for retail clients. Portfolios are primarily ETF-based and incorporate active asset allocation and risk management, with capabilities spanning mutual funds, annuities/insurance and select alternatives. Custody includes Schwab and Goldman Sachs.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
ROBERT DAVIS VAN SANT JR
Chief Compliance Officer, Chief Executive Officer, Managing Member, President
- CRD
- #857065
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ROBERT L ARNOLD
Managing Director
- CRD
- #5581397
BERNARD PAUL ATKINS
--
- CRD
- #4132301
Beacon quantum
Horizon pioneer capital
- CRD
- #58234
Showing 2 of 70 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $505,872,518 | $56,046 |
| Non-Discretionary | $0 | -- |
| Total | $505,872,518 | $56,046 |
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Separately Managed Accounts
Total SMA Asset: $505,872,518
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $261,975,040 | 30.0% |
| Equity - Exchange | $239,270,536 | 27.4% |
| Cash | $97,804,015 | 11.2% |
| Other | $274,200,541 | 31.4% |
| Total | $873,250,132 | 100.0% |