# First Perspective Capital LLC

> First Perspective Capital LLC is a state-registered investment advisory firm in National Harbor, MD, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 330353
- Filed as: FIRST PERSPECTIVE CAPITAL LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: National Harbor, MD
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/330353
- AdvisorCensus page: https://advisorcensus.com/firm/first-perspective-capital-llc-national-harbor-md-330353

## Quick answers

**How is First Perspective Capital LLC compensated?**
On its Form ADV (Item 5.E, October 2026), First Perspective Capital LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is First Perspective Capital LLC located?**
First Perspective Capital LLC's principal office is in National Harbor, MD, according to its Form ADV.

**Is First Perspective Capital LLC registered with the SEC or a state?**
First Perspective Capital LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 330353.

**How much does First Perspective Capital LLC manage?**
First Perspective Capital LLC reports $210,000 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

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

**Does First Perspective Capital 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/330353

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $210,000
- Discretionary: $210,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $210,000 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- firstperspectivecapital.com
- Facebook @FirstPerspectiveCapital
- Instagram @firstperspectivecapital
- LinkedIn @first-perspective-capital
- X @1stPerspCapital
- YouTube @FirstPerspectiveCapital

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. First Perspective Capital LLC (CRD 330353): Form ADV filing data as of October 2026.