CLIENT FIRST ADVISORS, LLC

CLIENT FIRST ADVISORS, LLC of CHAPEL HILL, NC is an SEC-registered investment adviser (CRD 159254). Regulatory assets under management: $8.5M.

Registration

• CRD: 159254
• SEC file number: 801-72804
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 159254 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search