Investment adviser · CRD 282600
CLIENT FIRST INVESTMENT MANAGEMENT LLC
Investment adviser filing (IA)
WEST BEND, WI, United States · Form ADV filed Feb 11, 2026
- Regulatory AUM
- $272M Form ADV · Item 5.F
- Client accounts
- 1,578 Accounts, not individual clients
- Employees
- 16 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Investment companies | 1 | $171,825,018 | 63.2% |
| Individuals | 529 | $57,252,370 | 21.1% |
| High-net-worth individuals | 67 | $41,778,978 | 15.4% |
| Charities | 9 | $1,069,305 | 0.4% |
| Corporations & businesses | Fewer than 5 | $9,991 | 0.0% |
Filing source
Form ADV 2052106 · Feb 11, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 11, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
215 N. MAIN STREET, SUITE 1040WEST BEND, WI, 53095, United States
CRD 282600
Filing source
Form ADV 2052106 · Feb 11, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.