# CLIENT FIRST ADVISORS, LLC

CLIENT FIRST ADVISORS, LLC of CHAPEL HILL, NC is an SEC-registered investment adviser.

## Registration

- CRD: 159254
- Type: SEC-registered investment adviser
- SEC file number: 801-72804
- Location: 1414 RALEIGH ROAD, SUITE #427, CHAPEL HILL, NC, 27517
- Phone: 843-437-5302
- Latest filing: 2025-03-27
- Regulatory AUM: $8.5M
- Discretionary AUM: $4.1M
- Non-discretionary AUM: $4.3M
- Clients: 1
- Accounts: 17

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| COPPOLA DOUGLAS CHARLES | MANAGING MEMBER | — |
| COPPOLA MARYJO | CHIEF COMPLIANCE OFFICER | — |
| COPPOLA MARY JO NMN | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/159254/brochure
- Similar advisers: https://search.stillhousedata.com/firm/159254/similar
- Related entities: https://search.stillhousedata.com/firm/159254/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/159254

---

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.