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CLIENT FIRST CAPITAL, LLC

· CRD 300684 · IAPD ↗ · 800-310-2828

$269.7MRegulatory AUM
2Advisory reps
4Employees
2Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
April 2026 — CLIENT FIRST CAPITAL, LLC reports 51-100 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
March 2024 — CLIENT FIRST CAPITAL, LLC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.