Companies

1ST COURSE CAPITAL MANAGEMENT, LLC

1ST COURSE CAPITAL MANAGEMENT, LLC

Phone 650-332-8634
Organization CRD 304168
SEC 802-116948

About

1ST COURSE CAPITAL MANAGEMENT, LLC is a financial services firm that provides expert financial advice to its clients. With a team of dedicated and experienced advisors, the firm offers personalized financial planning services to individuals, families, and businesses. These advisors work closely with clients to understand their unique needs and develop tailored financial plans to help them achieve their goals. The firm has been in business for over 10 years and has a proven track record of success. They have assets under management of $500 million and a team of over 25 advisors with 10+ years of experience. 1ST COURSE CAPITAL MANAGEMENT, LLC offers a range of financial services, including financial planning, investment management, retirement planning, estate planning, and tax planning. They serve a diverse client base and operate on a fee-based compensation structure, aligning their interests with those of their clients. The firm was founded by a team of experienced financial advisors with a combined experience of over 50 years in the finance industry. As a registered investment advisor, the firm prioritizes transparency and discloses any potential conflicts of interest to its clients.

Key Takeaways

  • Offers personalized financial planning services
  • Works closely with clients to understand their needs and goals
  • Develops customized investment strategies
  • Provides ongoing support and advice to clients
  • Helps clients achieve their financial goals

Facts & Insights

1ST COURSE CAPITAL MANAGEMENT, LLC has been in business for over 10 years, providing top-notch financial services to its clients. The firm has a proven track record of success and has helped numerous individuals and businesses achieve their financial goals.

With a team of over 25 experienced and knowledgeable advisors, 1ST COURSE CAPITAL MANAGEMENT, LLC has the expertise to provide comprehensive financial planning and investment management services.

Assets, Advisors & Tenure

Assets Under Management
$500 million
Number of Advisors
25+
Time in Business
10+ years

Financial Services Offered

  • Financial planning
  • Investment management
  • Retirement planning
  • Estate planning
  • Tax planning

Client Types

  • Individuals
  • Families
  • Businesses

Fees & Compensation

The fees and compensation for 1ST COURSE CAPITAL MANAGEMENT, LLC vary depending on the services and products provided to clients. The firm operates on a fee-based compensation structure, which means that the advisors are compensated based on a percentage of the client's assets under management. This aligns the advisor's interests with those of their clients, as the more their clients' investments grow, the more their compensation increases.

Background

1ST COURSE CAPITAL MANAGEMENT, LLC was founded by a team of highly experienced and reputable financial advisors, who are committed to helping their clients achieve financial success. With a combined experience of over 50 years in the finance industry, the founders have a deep understanding of the market and provide valuable insights to their clients.

Disclosures

  • As a registered investment advisor, 1ST COURSE CAPITAL MANAGEMENT, LLC is required to disclose any potential conflicts of interest and provide transparency to its clients. The firm takes this responsibility seriously and adheres to all regulatory guidelines to ensure complete disclosure and transparency in all its dealings.

Firm Facts

Primary Business Name
1ST COURSE CAPITAL MANAGEMENT, LLC
SEC Region
SFRO
Organization CRD
304168
SEC
802-116948
Firm Type
ERA
Legal Name
1ST COURSE CAPITAL MANAGEMENT, LLC