# First Move Financial, LLC

> First Move Financial, LLC is a state-registered investment advisory firm, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 27, 2026.

- CRD: 289880
- Filed as: FIRST MOVE FINANCIAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: February 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/289880
- AdvisorCensus page: https://advisorcensus.com/firm/first-move-financial-llc-289880

## Quick answers

**How is First Move Financial, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), First Move Financial, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is First Move Financial, LLC registered with the SEC or a state?**
First Move Financial, LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 289880.

**How much does First Move Financial, LLC manage?**
First Move Financial, LLC reports $11,189,567 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (100% discretionary).

**What types of clients does First Move Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (29).

**Does First Move Financial, 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/289880

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $11,189,567
- Discretionary: $11,189,567
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 29 | $6,232,871 |
| High net worth individuals | Fewer than 5 | $4,956,696 |

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

### Firm details
- Registered since: 2017 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- firstmovefinancial.com
- Facebook @FIRSTMOVEFINANCIAL

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. First Move Financial, LLC (CRD 289880): Form ADV filing data as of October 2026.