First Financial Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
First Financial Group provides investment advice and planning to individuals, trusts, estates and business entities, serving both non‑high‑net‑worth and high‑net‑worth clients. The firm delivers portfolio management, portfolio consulting, and financial planning services and reports discretionary management of roughly $317 million across several hundred client relationships.
The firm customizes portfolios using fundamental and cyclical analysis and may implement strategies through firm model portfolios, sub‑advisors, or predefined strategies, offering both discretionary and non‑discretionary arrangements and ongoing monitoring and rebalancing. It also administers discretionary oversight of certain held‑away retirement assets via a third‑party web platform that allows the adviser to rebalance those accounts without taking custody.
Noteworthy features include a stated minimum account size of about $325,000 (subject to waiver) and multiple planning engagement formats — fixed‑fee plans, annual retainers, and hourly consulting — offered alongside asset‑based advisory services. The brochure also discloses that some associated persons are licensed insurance agents who may receive commissions for insurance sales, and that the firm generally does not vote proxies on clients’ behalf.
Client services
Expertise
Fee options
Broad-based financial planning fee of $3,500; Annual retainer fee of $4,000 payable quarterly in advance.
$0 - $249,999: 2.00% $250,000 - $999,999: 1.50% $1,000,000+: 1.00%
Insurance commissions earned by associated persons for selling insurance products separate from advisory fees.
$500 per hour, subject to negotiation.
Account minimum: $325,000
Main office
See office1100 Logger Ct, #B101
Raleigh NC 27609
Advisors at this office
3
Offices (2)
Most active in
California · Florida · North Carolina · South Carolina · Texas · Virginia
Also doing business as
First Financial Group · First Financial Group Corporation
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Deborah M
Series 65
Raleigh, NC
First Financial Group
Deborah Mcmanama is a financial advisor at First Financial Group in Raleigh, NC, holding a Series 65 designation with six years of industry experience. She has been with First Financial Group since 2011. First Financial Group serves individual investors, trusts, estates, and business entities, providing portfolio management, consulting, and financial planning services tailored to both non-high-net-worth and high-net-worth clients. The firm’s investment approach combines fundamental and cyclical analysis with customizable strategies, including discretionary management and the use of unaffiliated sub-advisors.
Tommy L
Series 65
Raleigh, NC
First Financial Group
Tommy Lewis is a financial advisor at First Financial Group in Raleigh, NC, holding a Series 65 designation with three years of industry experience. Prior to joining First Financial Group in 2022, he was affiliated with East Carolina University and Wakefield High School. First Financial Group serves individual investors, trusts, estates, and business entities, providing both discretionary and non-discretionary portfolio management along with financial planning services. The firm employs a client-driven investment approach that includes fundamental and cyclical analysis, customized portfolio construction, and ongoing monitoring.
Tommy L
ChFC®, Series 63, Series 65
North Palm Beach, FL
First Financial Group
Tommy Lewis is a financial advisor at First Financial Group in Raleigh, NC, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience and has been with First Financial Group since 2012, operating in a self-employed capacity with the firm since 1994. Outside of his advisory role, he serves on the Board of Trustees at East Carolina University and works as a boat captain and merchandise/music seller for Island Hopper Charters, LLC. First Financial Group serves individual investors, trusts, estates, and business entities, providing portfolio management, consulting, and financial planning services. The firm employs a client-driven, tailored investment approach that includes fundamental and cyclical analysis, with strategies ranging from long- and short-term to option writing and margin transactions.
Kurt U
Series 66
Raleigh, NC
First Financial Group
Kurt Underhill is a financial advisor with First Financial Group in Raleigh, NC, holding the Series 66 designation and bringing 22 years of industry experience. He has been with First Financial Group since 2012 and has also been involved with Mood Food Records, a record label, since 1994. First Financial Group serves individual investors, trusts, estates, and business entities, offering portfolio management and financial planning tailored to both non-high-net-worth and high-net-worth clients. The firm employs a client-driven investment process that includes fundamental and cyclical analysis, customized portfolios, and may utilize non-core strategies such as option writing and margin transactions.
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