|
⚲
|
| Keyboard |
| Client First Capital LLC
✚
|
|
|---|---|
| CRD # | 300684 |
| SEC # | 801-114955 |
| CIK # | 0001822065 |
| AUM | 269.7 M (2026-03-23) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 800-310-2828 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 15.3 | ||
| Lilly Eli & Co | 0.8 | ||
| Home Depot Inc | 0.7 | ||
| Apple Inc | 0.5 | ||
| Callaway Golf Co | 0.4 | ||
| United Technologies Corp /DE/ | 0.4 | ||
| Alphabet Inc | 0.3 | ||
| Cincinnati Financial Corp | 0.2 | ||
| Johnson & Johnson | 0.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9 | 3.0 |
| (b) Individuals (high net worth individuals) | 64 | 266.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 64 | 269.7 |
| By Discretionary | ||
| Discretionary | 63 | 259.7 |
| Non-Discretionary | 1 | 10.0 |
| Total | 64 | 269.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 269.7 | |
| Total | 64 | 269.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001822065] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 2 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Financial Futures Limited Liability Company
✚
|
NJ | 270.5 M |
|
The Jenkins Financial Group Inc
✚
|
GA | 270.1 M |
|
Leo H Evart Inc
✚
|
CA | 269.9 M |
|
Hawke Financial Group LLC
✚
|
ID | 269.6 M |
|
Spectrum Wealth Management LLC
✚
|
CA | 269.5 M |
|
Wallace Advisory Group LLC
✚
|
CA | 269.5 M |
|
Mader & Shannon Wealth Management Inc
✚
|
MO | 269.4 M |
|
Hardy & Hardy Co LLC
✚
|
OH | 269.4 M |
|
Fortress Wealth Management Inc
✚
|
CA | 269.3 M |
|
Atlas Fiduciary Services Inc
✚
|
NH | 269.3 M |