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- Custodian
- Axos · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-11-2010
- Office Locations
- 9
Office Locations
About First Financial Coaching, Inc.
First Financial Coaching, Inc. is an SEC-registered RIA providing financial coaching and planning for individuals and families, with support for budgeting, emergency planning, and retirement strategy. The firm also offers life insurance services and coordinates with clients’ other professionals. Investment guidance emphasizes the “science of investing” and disciplined, diversified strategies, supported by Matson Money’s investor platform and an online client portal.
Reported data analysis
What the numbers show
Between December 18, 2025 and May 6, 2026, reported AUM increased 139.8%, from $279.7M to $670.6M.
Across 4 reported observations, AUM increased 189.5% between October 6, 2023 and May 6, 2026, from $231.6M to $670.6M.
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 14 advisory representatives and 1,512 clients, or 108 clients per representative. That equates to $443.5K in reported AUM per client.
The profile lists 9 reported office locations and 16 years in operation. The source data was last updated on May 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
JEFFREY CURTIS FUREST
Chief Compliance Officer, President
- CRD
- #1347372
- Ownership
- 50% but less than 75%
MICHAEL NORMAN SARCHECK
Chief Executive Officer, Vice President
- CRD
- #3062808
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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JIMMY MILLARD BEVINS JR
Financial Coach • Kentucky
- CRD
- #1539055
THOMAS E BLOTTENBERGER
Financial Coach
- CRD
- #5769283
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $670,646,955 | $225,276 |
| Total | $670,646,955 | $225,276 |
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Separately Managed Accounts
SMA allocation detail is available
First Financial Coaching, Inc. has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.