# Client First Advisors, LLC

> Client First Advisors, LLC is a state-registered investment advisory firm, registered since 2012, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 27, 2025.

- CRD: 159254
- Filed as: CLIENT FIRST ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 27, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/159254
- AdvisorCensus page: https://advisorcensus.com/firm/client-first-advisors-llc-159254

## Quick answers

**How is Client First Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Client First Advisors, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Client First Advisors, LLC registered with the SEC or a state?**
Client First Advisors, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 159254.

**How much does Client First Advisors, LLC manage?**
Client First Advisors, LLC reports $8,480,000 in regulatory assets under management in its Form ADV filing dated March 27, 2025 (49% discretionary).

**What types of clients does Client First Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (9); high net worth individuals (8).

**Does Client First Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/159254

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $8,480,000
- Discretionary: $4,137,655
- Non-discretionary: $4,342,345

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $688,000 |
| High net worth individuals | 8 | $7,792,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC, NJ, NY, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- clientfirstadvisors.net
- Facebook @487109594815150
- LinkedIn @client-first-advisors-llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Client First Advisors, LLC (CRD 159254): Form ADV filing data as of October 2026.