$317.0M Total AUM
$317.0M Disc. AUM
15.7% 3Y CAGR
4 Employees
378 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Vital
- Established Date
- 07-10-2012
- Office Locations
- 1
Office Locations
1100 Logger CT #B101 Raleigh NC
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.
Team overview
60 AVG AGE
$79.2M AVG AUM / ADVISOR
$838.5K AVG AUM / CLIENT
9.6 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Element focus Focus
Custodian
Frontier foundation Oak Matrix capital
Fund Managers
Frontier pathway
Investment Themes
Eagle
Investment Vehicles
Value glacier
Platform
Vertex value Meridian delta
Services
Crest prime Eagle Radial Zenith Timber signal Glacier Ridge Wave pathway Vector oak
Technology
Foundation vertex
Owner & Executives
T
TOMMY GLYNN LEWIS II
Chief Compliance Officer, Financial Advisor, President
- CRD
- #1964734
- Ownership
- 75% or more
(418) 251-8834
ember.glacier@alphacapital.com
in linkedin.com/in/peak-quantum
Showing 1 of 1 owners & executives
Unlock allContacts
T
Tommy C Lewis III
Principal
- CRD
- #7590987
(907) 803-8488
glacier.summit@atlascapital.com
in linkedin.com/in/alpha-ember
D
DEBORAH E MCMANAMA
Director Of Operations
- CRD
- #1612639
(729) 447-7327
value.matrix@crestcapital.com
in linkedin.com/in/element-glacier
F
Fusion timber
Eagle meridian capital
- CRD
- #24092
(283) 840-4694
pathway.atlas@pathwaycapital.com
in linkedin.com/in/eagle-fusion
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $316,961,802
Public Funds:
21.6% Equity - Exchange:
20.5% Cash:
20.7% Corporate - Investment Grade:
6.7% Municipal Bonds:
19.8% U.S. Government/Agency:
10.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,641,888,664 | 21.6% |
| Equity - Exchange | $1,558,273,964 | 20.5% |
| Cash | $1,573,476,637 | 20.7% |
| Corporate - Investment Grade | $509,289,539 | 6.7% |
| Municipal Bonds | $1,505,064,609 | 19.8% |
| U.S. Government/Agency | $813,342,996 | 10.7% |
| Total | $7,601,336,409 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PEAK BEACON | OAK CAPITAL | FGYJZV00O | NQMSB | 2.99% | $34,118,360 |
| MATRIX DELTA BEACON | ELEMENT FRONTIER | VQIHXRD1B | CPA | 6.37% | $93,103,004 |
| TIMBER PATHWAY | FOCUS CREST | Z5VMJ5T6F | GWTV | 10.03% | $6,980,998 |
| GLACIER SIGNAL | SUMMIT INSIGHT | 1VKTEMXRJ | FSEHH | 0.90% | $32,091,095 |
| EAGLE VITAL | SUMMIT QUANTUM | Q4FPNXADJ | ITOXP | 5.19% | $22,773,583 |
| VALUE VERTEX UNISON | CATALYST HARBOR | ESY197DZC | AMKCT | 11.86% | $47,806,640 |
| PEAK SUMMIT ELEMENT | LEGACY BEACON | WPYTHR677 | TNKLB | 9.91% | $44,044,952 |
| PRIME ZENITH | SUMMIT HARBOR | NL3M71KX2 | ABNZZ | 10.84% | $101,927,614 |