SourcingSourcing

FIRST ADVISORS NATIONAL, LLC

B51
CRD 166212·SEC 801-77440·ATLANTA, GA
AUM
$505.9M
$500M-$1B
Est. Revenue
$5.1M
@ 1% on AUM
Est. EBITDA
$1.5M
@ 30% margin
Est. Deal Value
$12.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FIRST ADVISORS NATIONAL, LLC
CRD
166212
SEC file #
801-77440
EIN
—
DBA names
—

Economics

AUM
$505.9M
AUM band
$500M-$1B
AUM trajectory
'20'26
$122.3M → $505.9M▲ +314%
Client mix
Individuals Other4,858

Operations

Employees (total)
65
Advisory staff (per ADV)
64
Advisory staff (5-yr trend)
'20'26
71 advisors → 64 advisors▼ -10%
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersOther Advisory Services
Fee basis
% of AUMOther Compensation

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
danlamb.us/ advisory services

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
VAN SANT, ROBERT, DAVIS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
VAN SANT, ROBERT, DAVIS
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
5,973
Form 5500 Compensation Trajectory 3y
20255,973
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
5,973
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
50
Bc Firm IAR Count
50
Custodian Candidates
Full
Charles Schwab6
E*trade4
Goldman Sachs2
Folio Institutional1
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
857065
Trust Company Affiliate
No

People (50)

50
VAN SANT, ROBERT, DAVIS
IAR · Direct Owner · 87.5%
857065
WARREN S BRASWELL
IAR
4361379
CHRISTOPHER MICHAEL MARTELLA
IAR
2956447
BRENDAN FRANCIS HOULIHAN
IAR
1853916
Dirk Thomas Swiderek
IAR
7734634
Greg Douglas Peters
IAR
7573043
Allen Rilee Fredericks
IAR
6909935
Brian Francis Callaghan
IAR
7371537
TIMOTHY BLAINE STONE
IAR
5755448
SHARRAN HOOD
IAR
6120997
MATTHEW GERARD VYSOKY
IAR
6434932
DONALD HENRY MEYER
IAR
6263821
DAVID WAYNE WYRICK
IAR
1243416
CHRISTOPHER CRAIG JAHNTZ
IAR
2225680
PHILIP BRIAN CRAWFORD
IAR
3165883
DANNY DEE GORDON
IAR
6215107
David A Kudo
IAR
6057316
MARK ROBERT GORDON
IAR
2418104
CHRISTOPHER D BACH
IAR
7062227
SAUL ALBERTO GARCIA LUNA
IAR
7682553
MICHAEL JAMES MARCUM
IAR
2317062
CHARLES FREDERICK MCDONALD
IAR
5755436
JOSEPH WILLIAM MAGGIORE
IAR
5746994
Jeremy Logeot
IAR
6272865
KYLE BLAKE CARLTON
IAR
6453108
PAUL JOSEPH GNAP
IAR
2584853
DANIEL LEE LAMB
IAR
4256622
John Jay Hamric
IAR
7010228
Nelly Knowles Stoneburner
IAR
8170894
Geno Joseph Del Boccio
IAR
8175062
THOMAS PHILLIP BOGGESS
IAR
5577719
Michael Ray Claiborne
IAR
6619237
DOUGLAS GRANT VOWELL
IAR
6319243
Kathryn Michelle Ridge
IAR
6815123
WILLIAM MASON HARRISON
IAR
238461
DAVID LEWIS ERMLICK
IAR
4846833
ERIC THOMAS SCOGGINS
IAR
2168675
Carl Enrique Grande
IAR
6876875
ERIC JOHN NETZEL
IAR
2703544
BRIAN ALBERT LEE
IAR
4154579
BERNARD PAUL ATKINS
IAR
4132301
Anne Bradley Ermlick
IAR
7004703
ROBERT GILBERT GOMEZ
IAR
6170038
JAMES DAYTON BROWN
IAR
4794301
Ryan Michael Bridges
IAR
8225186
GEORGE THOMAS NICKELS
IAR
6161552
Claire Laura Fischer
IAR
8223448
TIMOTHY JOHN HENDERSON
IAR
6517610
KATHARINE ELIZABETH COPPOLA
IAR
5093846
Jose Miguel Hernandez-Gomez
IAR
6239521