First Main Capital
Firm details
- Headquarters
- Rochester, New York
- CRD number
- 319246
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
First Main Capital is an independent, Washington-state limited liability investment adviser owned by an individual principal and focused on serving individuals and families. The firm charges fees based on a percentage of assets under management and provides financial planning and discretionary portfolio management tailored to individual clients and small businesses. It does not market itself as an ESG investor, does not operate as a multi-state adviser, and does not provide pension consulting or function as a capital allocator.
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 Equities98%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Rochester, NY
Monroe
Location
Rochester, NY
Headquartered in Rochester, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.
- Metro area
- Rochester-Batavia-Seneca Falls, NY
- Region
- Northeast
- County
- Monroe
- Address
- 100 S Clinton Ave
- Time zone
- ET (UTC-5)
- Office locations
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