# Patriots First Financial Advisors, LLC

> Patriots First Financial Advisors, LLC is a state-registered investment advisory firm, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 23, 2026.

- CRD: 317437
- Filed as: PATRIOTS FIRST FINANCIAL ADVISORS, LLC
- Legal name: Todd Kleinfeld
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Michigan
- Filing period: October 2026
- Form ADV filing dated: January 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/317437
- AdvisorCensus page: https://advisorcensus.com/firm/patriots-first-financial-advisors-llc-317437

## Quick answers

**How is Patriots First Financial Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Patriots First Financial 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 Patriots First Financial Advisors, LLC registered with the SEC or a state?**
Patriots First Financial Advisors, LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 317437.

**How much does Patriots First Financial Advisors, LLC manage?**
Patriots First Financial Advisors, LLC reports $4,175,472 in regulatory assets under management in its Form ADV filing dated January 23, 2026 (0% discretionary).

**Does Patriots First Financial 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/317437

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $4,175,472
- Discretionary: $0
- Non-discretionary: $4,175,472

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $848,312 |
| High net worth individuals | Fewer than 5 | $3,327,160 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Patriots First Financial Advisors, LLC (CRD 317437): Form ADV filing data as of October 2026.