FIRST AMERICAN FINANCIAL ADVISORS, INC.

Overview

First American Financial Advisors, Inc. is a small, client-focused advisory firm that concentrates on individualized financial planning and discretionary portfolio management for individuals and small businesses. The firm’s filings show a clear tilt toward equity exposure, with a material portion of assets held in non-exchange traded equities. Service delivery blends advisory fees tied to assets under management with hourly charges and other fee arrangements, and the firm operates with a broker-dealer affiliation that supports both advisory and brokerage activities. Investment activity appears to prioritize concentrated, equity-oriented allocations supplemented with third‑party alternative managers and insurance-based products. The adviser does not identify as an active ESG investor and is structured under individual ownership. Its client base is narrow and high‑value, suggesting a hands‑on, relationship-driven practice rather than a mass-market platform.

Assets & Accounts

Investments & Alternatives

Location & Offices