Client First Capital, LLC
● SEC registered since 2019CRD 300684SEC# 801-114955
Reg. AUM
$269.7M
Employees
4
Accounts
64
Location
—
Client First Capital, LLC assets under management
Client First Capital, LLC is an SEC-registered investment adviser. The firm has been registered since 2019. It reports $269.7 million in regulatory assets under management and employs 4 people.
Client First Capital, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amar N Shah Control | Managing Member & Chief Compliance Officer | Over 75% | 2019 |
Frequently asked questions
How much does Client First Capital, LLC manage?
Client First Capital, LLC reports $269.7 million in regulatory assets under management on its Form ADV.
How many employees does Client First Capital, LLC have?
Client First Capital, LLC reports 4 employees.
Does Client First Capital, LLC disclose fund performance?
Client First Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 800-310-2828 |
| Office hours | 8a.m.-5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$269.7M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$269.7Mregulatory AUM
Discretionary $259.7MNon-discretionary $10M