First Financial Group

Overview

First Financial Group is an independent registered investment adviser organized as a corporation and first registered with the SEC in 2018. The firm is owned by an individual and primarily serves individual and family clients, offering financial planning and discretionary portfolio management for individuals and small businesses. Its fee model includes asset-based fees alongside hourly and fixed-fee engagements. The firm does not position itself as an ESG investor and is not identified as a multi-state adviser in the snapshot data. Investment activity appears focused on publicly traded pooled vehicles as the core of client portfolios, supplemented by selective allocations to third-party alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices