Client First Capital, LLC

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.