First Look Capital Management, LLC

First Look Capital Management is an independent registered investment adviser that provides financial planning and discretionary portfolio management to individuals (including high‑net‑worth investors) and small businesses. Services range from broad-based and modular financial plans to implementation and ongoing account monitoring, typically beginning with a complementary consultation to establish scope.

The firm employs a blend of Core‑plus‑Satellite and Modern Portfolio Theory approaches, combining low‑cost indexed “core” holdings with targeted active “satellite” positions and, when appropriate, individual securities. Accounts are generally managed on a discretionary basis with periodic rebalancing and attention to tax‑efficiency; the firm also notes it may consider leveraged or inverse ETFs for hedging in specific situations rather than as buy‑and‑hold holdings.

Noteworthy features include managing roughly $122 million across about 98 client relationships and a recent transition to SEC registration in 2025 after prior state registration, with the firm principal holding both CFP and CFA professional credentials. The firm recommends custody with a qualified third‑party custodian (Schwab is its primary custodian), does not offer proprietary products or receive commission‑based compensation, and leaves proxy voting and corporate action decisions to clients.