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First Class Capital

First Class Capital. CRD 329109

F

CRD: 329109

First Class Capital

Liberty, MO, 64068
8167265339
firstclasscap.com
$10.0M Total AUM
$10.0M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
1 yrs Firm Age

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Firm Details

Custodian
--
Clients
Retail
Platforms
--
Established Date
08-08-2024
Office Locations
1

Office Locations

221 N Jefferson AVE Liberty MO

About First Class Capital

First Class Capital is a Missouri-registered RIA in the Kansas City (Liberty) area providing individualized wealth management and holistic financial planning for individuals and business owners/entrepreneurs. Portfolios are actively monitored and rebalanced across stocks, bonds, ETFs, options and other securities, with access to alternatives including private equity/hedge funds and real estate. The firm offers no-commission advice and, for select clients, a performance-fee structure with “skin in the game,” and partners to offer shares in residential real estate; execution/clearing via Interactive Brokers.

Team overview

-- AVG AGE
$10.0M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
1.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age

Insights

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Asset Classes

Matrix frontier Prime insight Alpha zenith Crest vertex Fusion crest Prime

Client Personas

Alpha wave Pioneer

Custodian

Focus ember Prime capital Frontier pathway

Investment Themes

Summit

Investment Vehicles

Peak Pioneer

Services

Legacy Harbor glacier Vertex Unison Optima zenith Ember north Frontier horizon

Owner & Executives

A

ANTHONY MICHAEL CASTELLUCCIO

Chief Executive Officer

CRD
#5839327
Ownership
75% or more
(698) 657-3998
ember.foundation@insightcapital.com
in linkedin.com/in/vital-timber

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $10,000,000 --
Non-Discretionary $0 --
Total $10,000,000 --

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Separately Managed Accounts

Total SMA Asset: $10,000,000

$10.0M Total SMA
Equity - Exchange:
100.0%
Asset class Assets Assets %
Equity - Exchange $7,504,153,446 100.0%
Total $7,504,153,446 100.0%

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