Overview
Assets Under Management: $193 million
High-Net-Worth Clients: 53
Average Client Assets: $4 million
Frequently Asked Questions
CLIENT FIRST CAPITAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #300684), CLIENT FIRST CAPITAL, LLC is subject to fiduciary duty under federal law.
CLIENT FIRST CAPITAL, LLC serves 53 high-net-worth clients according to their SEC filing dated February 28, 2024. View client details ↓
According to their SEC Form ADV, CLIENT FIRST CAPITAL, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
CLIENT FIRST CAPITAL, LLC manages $193 million in client assets according to their SEC filing dated February 28, 2024.
According to their SEC Form ADV, CLIENT FIRST CAPITAL, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 53
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.41
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 221
Discretionary Accounts: 200
Non-Discretionary Accounts: 21
Regulatory Filings
CRD Number: 300684
Last Filing Date: 2024-02-28 00:00:00
Website: https://clientfirstcap.com