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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- VitalAtlas +more
- Established Date
- 10-24-2017
- Office Locations
- 1
Office Locations
About First Move Financial, LLC
First Move Financial is a boutique, owner-led RIA in The Woodlands, TX focused on helping clients who are just starting out through those nearing retirement make confident financial decisions amid life changes. The firm provides financial planning, tax planning, estate planning, insurance, and portfolio construction, with an investment approach centered on active management, asset allocation, and risk management across mutual funds, fixed income, and real estate. Custodied at Schwab and Vanguard.
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Investment Themes
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Owner & Executives
DONNIE JAMES CARPENTER
Chief Compliance Officer, Owner, President
- CRD
- #5232483
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,189,567 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,189,567 | -- |
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Separately Managed Accounts
Total SMA Asset: $11,189,567
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $420,290,631 | 8.0% |
| Cash | $598,914,149 | 11.4% |
| Municipal Bonds | $1,528,807,170 | 29.1% |
| U.S. Government/Agency | $1,381,705,450 | 26.3% |
| Equity - Exchange | $1,323,915,488 | 25.2% |
| Total | $5,253,632,888 | 100.0% |