Client First Capital, LLC

Overview

Client First Capital, LLC is an independent registered investment adviser that began SEC registration in 2019 and is owned by an individual. The firm focuses on serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Its compensation combines a percentage-of-assets-under-management fee with hourly charges. The firm is a capital allocator and uses third‑party managers to place client capital into alternative strategies. It does not identify as an active ESG investor and is not characterized as a multi‑state adviser. Client First Capital does not list pension consulting or affiliated related‑adviser activities.

Assets & Accounts

Public Holdings

Investments & Alternatives