1ST FINANCIAL LLC

Overview

1st Financial LLC is a small, privately owned advisory firm that serves individual and family clients with portfolio management and adviser-selection services. The firm also operates as an insurance broker, which suggests insurance-based products are offered alongside investment advice. It identifies as a capital allocator and shows a clear preference for equity exposures, with a notable allocation to non-exchange traded equity instruments. Fee arrangements include a percentage-of-AUM model and other fee structures. 1st Financial LLC does not list itself as an active ESG investor, is not multi-state, and is run under individual ownership. Investment activity centers on concentrated equity positioning rather than broad multi-asset diversification. The firm performs direct portfolio management for individuals and small businesses and uses third-party advisers where appropriate, indicating a mix of in-house management and outsourced manager selection.

Assets & Accounts

Investments & Alternatives

Location & Offices