$8.5M Total AUM
$4.1M Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Alpha vertex
- Established Date
- 11-01-2011
- Office Locations
- 2
Office Locations
15-501 N, #107-104 Chapel Hill NC
-- Mount Pleasant SC
About Client First Advisors, LLC
Client First Advisors is an RIA offering investment advisory, trust company, and family office services for clients with complex planning needs. The firm emphasizes a single point of contact coordinating work across outside professionals (attorneys, CPAs, real estate, lending and banking). Portfolios are heavily ETF-based with allocations to cash and U.S. government/agency bonds, and it also operates an opportunity zone business with Sanctuary Opportunity Funds.
Team overview
52 AVG AGE
$8.5M AVG AUM / ADVISOR
$498.8K AVG AUM / CLIENT
12.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Accredited Investors
Prime summit
Asset Classes
Prime Prime Element
Client Personas
Radial crest
Custodian
Vertex vector Capital signal
Investment Themes
Unison Harbor vital
Investment Vehicles
Crest
Services
Element crest Radial Focus Capital
Technology
Vertex
Owner & Executives
JOHN J COPPOLA
Chief Compliance Officer, Managing Member, President
- CRD
- #4457045
- Ownership
- 75% or more
(593) 309-9656
horizon.horizon@frontiercapital.com
in linkedin.com/in/atlas-oak
Showing 1 of 1 owners & executives
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,137,655 | $247,762 |
| Non-Discretionary | $4,342,345 | $619,440 |
| Total | $8,480,000 | $333,248 |
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Separately Managed Accounts
Total SMA Asset: $8,480,000
Equity - Exchange:
17.6% Cash:
16.6% U.S. Government/Agency:
65.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,135,106,593 | 17.6% |
| Cash | $1,070,611,900 | 16.6% |
| U.S. Government/Agency | $4,243,750,786 | 65.8% |
| Total | $6,449,469,279 | 100.0% |