Advisor at First Look Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Crested Butte, CO
Credentials
CFP®, CFA®, Series 63, Series 66
Industry experience
16 years
John Garmhausen is the sole advisor at First Look Capital Management, LLC, an independent firm based in Crested Butte, Colorado. He holds CFP® and CFA® designations and has 16 years of industry experience, having led his firm since 2014. First Look Capital Management provides financial planning and discretionary portfolio management to individuals, including high-net-worth investors, and small businesses. The firm employs a Core-plus-Satellite investment approach combined with Modern Portfolio Theory, focusing on low-cost indexed core holdings alongside targeted active satellite positions, with an emphasis on tax efficiency and periodic rebalancing.
Based on First Look Capital Management, LLC
$0 - $999,999: 0.90% (90 basis points) annually $1,000,000+: 0.60% (60 basis points) annually
$250 per hour for financial planning services, billed in 30-minute increments.
Account minimum: No minimum account size or minimum fees to open or maintain an investment account.
Crested Butte, CO
Colorado · Louisiana · Texas
First Look Capital Management, LLC
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFA®, Series 63
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Red Lady Capital Management, LLC
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