FIRST FINANCIAL GROUP
SEC RegisteredWhere your best interest comes FIRST!
About the firm
FIRST Financial Group is a fee-only financial advisor in Raleigh, NC, serving clients locally and across the country. Founded in 1994 by Tommy G. Lewis II, FFG became a fee-only Registered Investment Advisor in 2012 and operates as a fiduciary, legally bound to always act in its clients' best interest. Its mission is to provide honest and trustworthy financial advice and management while rendering a superior personalized client experience.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management and financial planning, offered as an independent, fee-only fiduciary providing personalized investment and financial planning advice.
Who they serve
Clients locally in Raleigh, NC and across the country who want unbiased investment advice from experienced professionals and have unique financial needs and goals.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 289 | $78M |
| High Net Worth Individuals | 89 | $239M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $249,999 | 2.00% |
| $250,000 - $999,999 | 1.50% |
| Greater than $1,000,000 | 1.00% |
Data as of February 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FIRST FINANCIAL GROUP has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched