First Growth Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 305958
- Registered since
- September 24, 2019
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI97.85%
- Individuals2.15%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
First Growth Capital LLC is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (registered in 2019) and focuses on wealth management for individual and family clients, providing financial planning and portfolio management for individuals and small businesses. Its fee model combines a percentage-of-AUM component with fixed fees. The firm is classified as a non‑capital allocator and does not identify as an active ESG investor or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities79%
- Derivatives15%
- US Government Bonds2%
- Sovereign Bonds2%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 73Active vs passive
$72.9M in ETFs
87%
$63.5M
11%
$9.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $10.2M | 13,351 | 14.03% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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