Client First Capital, LLC
Client First Capital, LLC is an SEC-registered ria with $269.7M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Client First Capital, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 300684, SEC 801-114955, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $269.7M (2026-03-23)
- Firm type
- Ria
- Employees
- 4
- Clients
- 73
- CRD
- 300684
- Ownership
- SHAH, AMAR, N
How much AUM does Client First Capital, LLC have?
Client First Capital, LLC reported $269.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Client First Capital, LLC?
Disclosed owners and executives of Client First Capital, LLC include SHAH, AMAR, N. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.