# Firstmetric

> Firstmetric is an SEC-registered investment advisory firm in Troy, MI, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 289483
- Filed as: FIRSTMETRIC
- Legal name: Firstmetric, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Troy, MI
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/289483
- AdvisorCensus page: https://advisorcensus.com/firm/firstmetric-troy-mi-289483

## Quick answers

**How is Firstmetric compensated?**
On its Form ADV (Item 5.E, October 2026), Firstmetric reports these compensation arrangements: fixed fees (other than subscription fees).

**Where is Firstmetric located?**
Firstmetric's principal office is in Troy, MI, according to its Form ADV.

**Is Firstmetric registered with the SEC or a state?**
Firstmetric is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 289483.

**How much does Firstmetric manage?**
Firstmetric reports $272,101,825 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Firstmetric's assets and staff changed since 2021?**
In the Form ADV data for Firstmetric: Regulatory assets under management: $208,757,709 in the October 2021 data and $272,101,825 in the October 2026 data, up 30%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Firstmetric serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (39); individuals (other than high net worth individuals) (9).

**Which custodians does Firstmetric use?**
Firstmetric's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Investments Life Insurance Company, MY529 Plan and Vanguard Variable Annuity as custodians holding 10% or more of its separately managed account assets.

**Does Firstmetric report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/289483

**Does Firstmetric state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "Firstmetric® does not require or have a defined minimum client account size and/or relationship size."

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: None

> Firstmetric® does not require or have a defined minimum client account size and/or relationship size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Investments Life Insurance Company
- MY529 Plan
- Vanguard Variable Annuity

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $272,101,825
- Discretionary: $272,101,825
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $6,027,111 |
| High net worth individuals | 39 | $266,074,714 |
| 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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, LA, MI, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- firstmetric.com
- podcasts.apple.com/us/podcast/the-anxious-investor/id1511350648
- Facebook @FIRSTMETRIC
- Instagram @FIRSTMETRICHQ
- LinkedIn @FIRSTMETRIC
- X @FIRSTMETRIC
- YouTube @UCKHQOJXFINXGPPXWFS-PY2G

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $208,757,709 | 1 | April 3, 2021 |
| October 2022 | $252,862,677 | 1 | March 30, 2022 |
| October 2023 | $187,919,069 | 1 | March 31, 2023 |
| October 2024 | $278,473,373 | 1 | March 28, 2024 |
| October 2025 | $255,763,487 | 1 | March 24, 2025 |
| October 2026 | $272,101,825 | 1 | March 31, 2026 |

Regulatory assets under management: $208,757,709 in the October 2021 data and $272,101,825 in the October 2026 data, up 30%.
Total employees: 1 in October 2021 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Firstmetric (CRD 289483): Form ADV filing data as of October 2026.