First Financial Group Corporation
- Regulatory AUM
- $317M
- Discretionary
- $317M
- Clients
- 378
- Avg AUM / client
- $839K
- Accounts
- 1,026
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of May 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 289 | $78.0M | 24.6% |
| High net worth individuals | 89 | $239M | 75.4% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Texan Title Holdings, Llc 401(k) Profit Sharing Plan Texan Title Holdings, Llc | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Tommy Glynn Lewis | President/ Chief Compliance Officer | Chartered Financial Consultant | May 2012 (14y) | 75% or more |
| Kurt Gary Underhill | Registered representative | Jul 2012 (14y) | ||
| Deborah E Mcmanama | Registered representative | Jun 2019 (7y) | ||
| Tommy C Lewis | Registered representative | Oct 2022 (4y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Texan Title Holdings, Llc 401(k) Profit Sharing Plan | Texan Title Holdings, Llc | 191 | $13.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/28/2026 | 895 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $296M (94% of AUM) May 2026
- American Funds Distributors, Inc. $3.3M (1% of AUM) Jan 2023
- Jefferson National Securities Corporation $2.0M (1% of AUM) Jan 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 28, 2026.
View current Form ADV (SEC/IAPD) ↗