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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 07-10-2012
- Office Locations
- 1
Office Locations
About First Financial Group
FIRST Financial Group is a Raleigh, NC-based fee-only, fiduciary advisor serving retail clients locally and nationwide. The team provides personalized financial planning and ongoing investment management, with an asset-allocation approach using mutual funds, ETFs, and select fixed income. Custody includes Charles Schwab.
Reported data analysis
What the numbers show
Between February 20, 2025 and May 28, 2026, reported AUM increased 16.2%, from $272.8M to $317.0M.
Across 5 reported observations, AUM increased 39.0% between March 4, 2022 and May 28, 2026, from $228.0M to $317.0M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 378 clients, or 94.5 clients per representative. That equates to $838.5K in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on May 28, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full First Financial Group record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
TOMMY GLYNN LEWIS II
Chief Compliance Officer, Financial Advisor, President
- CRD
- #1964734
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Tommy C Lewis III
Principal
- CRD
- #7590987
DEBORAH E MCMANAMA
Director Of Operations
- CRD
- #1612639
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $316,961,802 | $308,930 |
| Non-Discretionary | $0 | -- |
| Total | $316,961,802 | $308,930 |
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Separately Managed Accounts
SMA allocation detail is available
First Financial Group has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
First Financial Group's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.