Client First Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Client First Capital, LLC provides investment advisory and planning services to individuals, families, trusts and estates, including high-net-worth clients, through asset management, comprehensive portfolio management, and standalone financial planning or consulting as described in its Form ADV. Portfolios may include individual stocks, bonds, ETFs, options, mutual funds and private securities, and the firm may utilize third-party sub-advisors to implement client strategies.
The firm applies a mix of fundamental, technical, quantitative, qualitative and sector/cyclical analysis and uses strategies such as asset allocation, fixed income management, options, and both long- and short-term purchases, with an emphasis on duration constraints for interest-rate exposure. It offers distinct strategies named in the brochure — a CFC One Portfolio that dynamically adjusts to market regimes and a Defined Outcome Portfolio that focuses on highly liquid, shorter-term securities to prioritize risk control.
Noteworthy aspects include a small advisory team overseeing roughly $270 million for about 73 clients, and a broader planning menu that covers items such as cost segregation, corporate structure and tax-related planning beyond typical retail financial plans. The firm also discloses the use of client testimonials in its advertising materials, a practice that the ADV indicates is uncommon among similarly supported advisors.
Client services
Expertise
Fee options
Hourly fee up to $1,000 per hour for financial planning and consulting services
Account minimum: $850,000 Minimum fee: Minimum annual fee of $8,500
Main office
San Diego CA
Advisors at this office
1
Most active in
California · Louisiana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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