F
CRD: 330353
First Perspective Capital LLC
$210.0K Total AUM
$210.0K Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-20-2024
- Office Locations
- 1
Office Locations
120 Waterfront Street Suite 420 #2301 National Harbor MD
About First Perspective Capital LLC
First Perspective Capital is a fiduciary RIA led by founder/CIO Michael Bryant II, CFA. The firm delivers customized wealth strategies and portfolio management for individuals, families, and organizations, with an emphasis on client education and tailored investment solutions. ADV data indicates its SMA portfolios are primarily ETF-based and custody includes Altruist.
Team overview
-- AVG AGE
$210.0K AVG AUM / ADVISOR
$42.0K AVG AUM / CLIENT
2.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
Available
Available
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Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
M
Michael Anthony Bryant II
Chief Compliance Officer, Managing Member
- CRD
- #7876906
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $210,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $210,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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