A complete list of active advisors currently associated with First Growth Capital LLC

Warmer can help you find a great advisor at First Growth Capital LLC or one who fits your needs even better.

First Growth Capital LLC provides financial planning and investment advisory services to individuals, families, trusts, foundations, separately managed accounts and other advisory firms. The firm offers both financial planning and discretionary/non‑discretionary portfolio management implemented through separate accounts, mutual funds, collective investment trusts and private investment funds. The firm’s investment process combines top‑down market and cash‑flow analysis with proprietary security selection—using Bloomberg screening, scoring models and fundamental analysis—to construct diversified portfolios. Portfolios may include equities, fixed income, hard assets, alternatives and derivatives, and the firm provides ongoing monitoring, rebalancing and the ability to accommodate client‑specific restrictions. Distinctive aspects include managing roughly $130.6 million across 67 client relationships despite a small advisory team, and an active role with pooled and private investment vehicles (including due diligence and advisory services for unaffiliated private funds) while stating it does not accept performance‑based fees. The firm is also under common ownership with another registered adviser and shares certain trading and operations personnel, and it has expanded by acquiring another firm’s investment management business—features that can affect operational arrangements and potential conflicts of interest.

To learn more about the advisors currently working at First Growth Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.