WEST BEND, WICRD 282600Latest ADV February 11, 2026
Client First Investment Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in West Bend, WI. Its latest Form ADV filing, dated February 11, 2026, reports $272M in regulatory assets under management, 16 employees, 1 office, and 1,578 accounts.
Assets Under Management
$272M
Employees
16
Offices
1 office
Total Clients
608
Primary office
WEST BEND, WI
215 N. MAIN STREET, SUITE 1040, WEST BEND, WI, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 87.0% of total clients.
Top client categories% of clientsClients
1
Individuals
87.0%
529
2
HNWI
11.0%
67
3
Charitable
1.5%
9
4
Corporations
0.3%
2
5
Investment Cos.
0.2%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$272Mas of February 11, 2026
Discretionary100.0%
$272M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$272M
Total Accounts1,578
10Y AUM Change+$146M (+116.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee38:1
10Y Employee Change+4 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.