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CLIENT FIRST CAPITAL, LLC

CRD 300684 · SEC 801-114955

Visit website

CA, United States

Phone

800-310-2828

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$269.7M

Discretionary AUM

$259.7M

Team

4 total employees; 2 advisory reps; 2 broker-dealer reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges

Org form

Limited Liability Company

Filing date

2026-03-23

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals9$3.0M
High net worth individuals64$266.7M

States served

CA, LA, TX

All web addresses on file

Official SEC filing: View on IAPD