CM First Capital Corp.

Overview

CM First Capital Corp. is a small, independent registered investment adviser operating as a corporation and focused on portfolio management for individuals and small businesses. The firm manages client relationships on a discretionary basis and charges clients using a combination of percentage-of-AUM fees and hourly consulting rates, indicating a mix of ongoing investment management and project-based planning work. Its investment activity is centered on public funds and mutual funds as the primary building blocks of client portfolios, supplemented by corporate debt for fixed-income exposure and allocations to real estate alternatives for diversification and income. The firm serves a compact client base, which supports a high-touch approach to advice and customized portfolios rather than large-scale programs or institutional services. CM First Capital Corp. does not position itself as a capital allocator, is not active on ESG mandates, and does not report multi-state adviser registration or pension-consulting activity.

Assets & Accounts

Investments & Alternatives

Location & Offices