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They include 4,858 individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does First Advisors National offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does First Advisors National charge?","answer":"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.","source":"FAN ADVISORS FIRM BROCHURE, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does First Advisors National use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does First Advisors National have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does First Advisors National invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns First Advisors National?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does First Advisors National get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is First Advisors National registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact First Advisors National?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}