First Light Investment Advisors
Firm details
- Headquarters
- ,
- CRD number
- 318596
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
First Light Investment Advisors operates as a small, privately held LLC that manages discretionary portfolios for individual and family clients as well as small businesses and institutional accounts. The firm charges fees as a percentage of assets under management and concentrates its investments in equities, primarily exchange-traded securities. Its advisory scope is focused on portfolio management rather than pension consulting or multi-state advisory work, and it does not position itself as an ESG-focused manager. Strategy-wise, the firm leans toward liquid, equity-centered solutions while supplementing core holdings with third-party alternative managers when appropriate. That approach suggests a preference for straightforward, tradable exposures at the portfolio level with selective use of outside managers to add diversification or specialized risk/return profiles.
Assets & Accounts
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 Equities93%
- Cash & Cash Equivalents6%
- Derivatives1%
Contacts
3 of 3
Miguel Barron
Co-Founder and Managing PartnerCRD 2596975
Adam Neves
Managing PartnerCRD 4887064

Grant Spradlin
Managing PartnerCRD 7496778
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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