Little Rock, AR Office

ClientFirst serves individual and high-net-worth clients and provides ongoing, fee-only discretionary asset management alongside a subscription-style financial planning offering. The firm’s advisory services include tailored planning components such as retirement, estate, tax, and cash management, and clients may limit investments through written restrictions.

Portfolios are constructed around each client’s goals, time horizon, and risk tolerance and typically use asset allocation across mutual funds, ETFs, and fixed income securities. The firm describes using multiple analysis methods — including fundamental, technical (charting), and cyclical analysis — and conducts regular monitoring while disclosing its fiduciary obligations when advising retirement accounts.

The firm’s regulatory filings show an unusually large asset base relative to its small advisory team (over $300 million in assets with a two-advisor structure and a single supervised person named in the brochure supplement), which results in high AUM per advisor compared with peers. The brochure also discloses a co-ownership interest in another registered investment adviser for succession planning, and describes operational practices that differ from many peers, including not aggregating equity trades and not voting client proxies.