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 operates as an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm serves primarily individual and family clients, charging fees based on a percentage of assets under management. Its stated advisory services focus on financial planning and portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor and is not classified as a capital allocator 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 Equities98%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Derek Main
PrincipalCRD 5742551
Wealth 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
- 3300 Monroe Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
John C. Saunders, C.P.A., P.C.
RIARochester, NY
Castle Advisors Group, LLC
RIARochester, NY
Highroad Wealth Advisers, LLC
RIARochester, NY
Wealth Strategies & Solutions, Ltd.
RIARochester, NY
Fiduciary First Advising, LLC
RIARochester, NY
Barrett Wealth Management
RIARochester, NY