FIRST MOVE FINANCIAL, LLC

FIRST MOVE FINANCIAL, LLC is an SEC-registered investment adviser (CRD 289880). Regulatory assets under management: $11.2M.

Registration

• CRD: 289880
• Type: Registered investment adviser
• Phone: (281) 968-8982
• Latest filing: 2026-02-27
• Regulatory AUM: $11.2M
• Discretionary AUM: $11.2M
• Clients: 1
• Accounts: 101

Business model

Compensation: % of AUM, Fixed, Other.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 289880 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search