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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Crest glacierVertex legacy +more
- Established Date
- 04-08-2019
- Office Locations
- 4
Office Locations
About Client First Capital, LLC
Client First Capital is a San Diego-based, fee-only fiduciary RIA serving clients nationwide. The firm advises $1M+ individuals and families (and select family offices) nearing or in retirement, delivering holistic planning and discretionary wealth management integrated with 1040 tax analysis, portfolio-level tax optimization, and estate/charitable strategies. Led by CFP/CFA Amar Shah and a NAPFA member; custodies across Schwab and Fidelity.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
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Platform
Services
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Owner & Executives
AMAR N SHAH
Chief Compliance Officer, Founder, Managing Member
- CRD
- #4787877
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Kamryn Najjar
Director of Operations
- CRD
- --
AMAR N SHAH
Chief Compliance Officer, Founder, Managing Member
- CRD
- #4787877
Quantum fusion
Vector legacy pathway
- CRD
- #61868
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $259,696,974 | $4,122,174 |
| Non-Discretionary | $9,980,019 | $9,980,019 |
| Total | $269,676,993 | $4,213,703 |
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Separately Managed Accounts
Total SMA Asset: $269,676,993
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,457,892,777 | 26.0% |
| U.S. Government/Agency | $437,367,833 | 7.8% |
| Corporate - Investment Grade | $1,469,107,337 | 26.2% |
| Municipal Bonds | $964,452,145 | 17.2% |
| Cash | $1,278,459,820 | 22.8% |
| Total | $5,607,279,912 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ALPHA VECTOR WAVE | VERTEX EMBER | 6K897NZ15 | WPFGP | 7.38% | $21,018,368 |
| PIONEER ZENITH | WAVE ZENITH | WO70VDON0 | TAF | 11.57% | $44,175,494 |
| MERIDIAN HARBOR SUMMIT | CAPITAL BRIDGE | U4HMU0JPF | OPZGN | 9.25% | $31,321,201 |
| CAPITAL PEAK DELTA | OPTIMA VERTEX | 0RA4EJA47 | DZUR | 4.26% | $114,023,888 |
| VALUE OPTIMA | PATHWAY VERTEX | 943RSEBP4 | AQAI | 10.62% | $81,455,031 |
| CATALYST HORIZON | DELTA MATRIX | PQKACP5O2 | CNC | 8.36% | $91,929,493 |
| CREST ZENITH | LEGACY MOMENTUM | FVX6VLCLY | UZDW | 4.20% | $107,099,576 |
| PIONEER FOCUS FRONTIER | TIMBER CAPITAL | BLP3RU9HE | XCTN | 2.98% | $86,842,571 |