First Advisors National provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 11–25 clients last fiscal year.
First Advisors National reports 4,858 individuals. Of its assets, 100.0% ($506M across 9,026 accounts) are managed with discretion. It advised 14 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 4,858 | $506M | 100.0% | $104K |
| Total | 4,858 | $506M | 100% | $104K |
- Clients
- 4,858
- Regulatory AUM
- $506M
- AUM share
- 100.0%
- Avg. per client
- $104K
Total
- Clients
- 4,858
- Regulatory AUM
- $506M
- AUM share
- 100%
- Avg. per client
- $104K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 14
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
First Advisors National charges up to 1.85% a year for its Investment Management Services. The fee is billed in advance or in arrears and is negotiable.
Fee details and sources
Robert Van Sant owns 75% or more of First Advisors National. The leadership team of First Advisors National includes Chief Compliance Officer Robert Van Sant. It has 65 employees, 64 of them in advisory roles.
Leadership
Robert Van SantManaging Member/Chief Compliance Officer
Investment adviser representatives
80 representatives listed in the SEC register as of 9 October 2026.
Staff
- 65 employees
- 64 in advisory functions
- 64 state-registered reps
- 64 insurance agents
- 2 soliciting firms
- Owns 75% or more of First Advisors National, LLC
Robert Van Sant
Control person · since November 2012
First Advisors National’s regulatory assets grew 2.0× from $250M (May 2021) to $506M (March 2026); clients rose from 2,207 to 4,858 and employees were 65 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $506M | 4,858 | 65 | 63 |
| March 2025 | $501M | 3,430 | 59 | 57 |
| April 2024 | $448M | 3,288 | 70 | 61 |
| May 2023 | $350M | 3,085 | 63 | 61 |
| April 2022 | $363M | 2,664 | 64 | 61 |
| May 2021 | $250M | 2,207 | 64 | 61 |
Besides its headquarters, First Advisors National has 62 offices (25 private residences, listed without an address), with 1 listed address in Georgia.
Georgia · 1 listed address
- 1372 Peachtree Street Ne, AtlantaHQ
Contact and registration details
- Legal name
- First Advisors National, LLC
- Headquarters
- 1372 Peachtree Street Ne, Atlanta, GA 30309
- Website
- fanria.com
- Phone
- 18553267427
- @first-advisors-national
- SEC file
- 801-77440
- Structure
- Georgia LLC
- Fiscal year end
- December
First Advisors National uses Folio Investments ($491M, 97%) and Charles Schwab ($15.2M, 3%) as custodians for its separately managed accounts. First Advisors National does not have custody of client assets.
- Folio InvestmentsFolio Investments, Inc. · McLean, VA · $491M97%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $15.2M3%
At year end, First Advisors National’s separately managed accounts were mostly in funds (61%) and stocks (37%).
What the accounts hold
- Stocks37%
- Funds61%
- Cash1%
- Other1%
- Adrs1%
How many clients does First Advisors National have?
First Advisors National has 4,858 clients and manages $506 million for them, as of March 2026. They include 4,858 individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does First Advisors National offer?
First Advisors National provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does First Advisors National charge?
First Advisors National charges up to 1.85% a year for its Investment Management Services. The fee is billed in advance or in arrears and is negotiable.
Which custodians does First Advisors National use?
First Advisors National’s separately managed account assets are held at Folio Investments, Inc. (McLean, VA), with $491M and Charles Schwab & Co., Inc. (Westlake, TX), with $15.2M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does First Advisors National have?
First Advisors National has 64 investment adviser representatives registered with state securities authorities, out of 65 employees, and 64 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 64 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does First Advisors National invest in?
At the end of its last fiscal year, First Advisors National’s separately managed accounts held 61% registered funds (mutual funds, ETFs, BDCs), 37% exchange-traded equities, 1% cash and equivalents and 1% other. The 1% other category is described as: Adrs.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns First Advisors National?
First Advisors National’s direct owner is Robert Van Sant (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does First Advisors National get paid?
First Advisors National is paid through a percentage of assets under management and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is First Advisors National registered with the SEC?
Yes, First Advisors National has been registered with the SEC as an investment adviser since 18 December 2012. Its CRD number is 166212 and its SEC file number is 801-77440.
Source: Form ADV Part 1A, Item 1, filed 30 March 2026; IAPD firm record
How do I contact First Advisors National?
First Advisors National’s main office is at 1372 Peachtree Street Ne, Atlanta, GA 30309. Its phone number is 18553267427. Its website is fanria.com.