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CLIENT FIRST INVESTMENT MANAGEMENT LLC
CRD 282600File 801-123113
APPROVED
Retail clients
Filing as of Feb 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$271.9M
Below cohort median (national)
Discretionary AUM
$271.9M
Clients
608
1,578 accounts
Employees
16
Below cohort median in WI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 21, 2022
- Principal office
- 215 N. MAIN STREET, SUITE 1040, WEST BEND, WI, 53095
- Phone
- 262-335-1700
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $271.9M
- Discretionary AUM
- $271.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,578
- Non-discretionary accounts
- 0
- Total accounts
- 1,578
- AUM per client
- $447K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $10K |
| Investment companies | 1 | $171.8M |
| Charitable organizations | 9 | $1.1M |
| High net worth individuals | 67 | $41.8M |
| Individuals (other than high net worth individuals) | 529 | $57.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.