1st Securities Management, Inc

Overview

1st Securities Management, Inc. is an owner-operated advisory corporation focused on serving individual and family clients. The firm operates on a percentage-of-assets fee model and centers its advisory work on selecting and allocating to third-party managers rather than running extensive in-house asset management. Filings indicate the firm is not positioned as an ESG-driven allocator and is not registered as a multi-state adviser. Its industry linkage includes relationships with accounting professionals, which suggests coordination with tax and reporting advisors as part of client service. The firm's investment activity emphasizes manager selection: it sources external managers for specialized exposures and constructs client portfolios primarily through pooled vehicles and delegated strategies. That approach points to a model where 1st Securities Management, Inc. acts as a capital allocator and gatekeeper to external funds rather than operating as a large discretionary asset manager.

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Location & Offices