First Growth Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$130,622,527
Clients
67
76% high-net worth
Advisors
1
of 4 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
67
HighAverage account size
$1,949,590
About
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.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Private / alternative investments
Concentrated stock management
Occupation focus
Executive
Founder/Business Owner
Fee options
Flat annual fees (retainers) between $3,000 and $50,000 depending on services rendered
0.50% to 2.00% annually (fee determined on a client-by-client basis)
Hourly fees generally range between $250 and $500 depending on services rendered and professional's experience
Account minimum: $500,000 Minimum fee: Flat annual fees ranging from $3,000 to $50,000 for consultation services; hourly fees range from $250 to $500 depending on services rendered Fee-only: Fees charged as flat annual fees or hourly fees for consultation services; no commissions or referral fees accepted
Most active in
First Growth Capital LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Maryland · Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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