Client First Capital, LLC

RIASEC RegisteredEst. 2019

Total AUM

$270M

Discretionary

$260M

96% of AUM

Avg account

$4.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 300684
Registered since: April 8, 2019
Website: www.clientfirstcap.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI98.89%
Individuals1.11%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Client First Capital, LLC is an independent registered investment advisor organized as an LLC and SEC-registered in 2019. The firm primarily serves individual and family clients, charging fees based on a percentage of assets under management and occasional hourly work. Its advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, and the selection or oversight of third‑party advisers. The firm identifies itself as a capital allocator and does not describe itself as an active ESG investor or a multi‑state adviser.