# CLIENTFIRST FINANCIAL STRATEGIES, INC.

CLIENTFIRST FINANCIAL STRATEGIES, INC. of DAYTON, OH is an SEC-registered investment adviser.

## Registration

- CRD: 152628
- Type: SEC-registered investment adviser
- SEC file number: 801-71080
- Location: 3033 KETTERING BLVD., SUITE 326, DAYTON, OH, 45439
- Phone: (937) 293-5500
- Latest filing: 2015-03-16
- Regulatory AUM: $176.4M
- Discretionary AUM: $174.0M
- Non-discretionary AUM: $2.3M
- Clients: 4
- Accounts: 509

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| RYAN G PATRICK | CHIEF COMPLIANCE OFFICER | CHICAGO, IL |
| Ryan R Patrick | CHIEF COMPLIANCE OFFICER | BEND, OR |
| KATZ STANLEY JAMES | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/152628/brochure
- Similar advisers: https://search.stillhousedata.com/firm/152628/similar
- Related entities: https://search.stillhousedata.com/firm/152628/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/152628

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.