Client First Capital, LLC

$269.7MAssets under management
as of Mar 2026 · SEC Form ADV
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Tech stack

No one at Client First Capital, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Client First Capital, LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Fidelity
Per Form ADV · $177M held · filed Feb 2024