This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

mixed wealth managerderivedprivate_client_share=0.36 fund_share=0.63 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$272MItem 5.F on the latest filing (2026-02-11); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$272M

Private client RAUM

$99.0MderivedItem 5.D individuals plus high net worth individuals

Private client share

36%derivedprivate client RAUM over total RAUM

Advisors on IAPD

8

RAUM per advisor

$34.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

16

Advisory employees

6

Offices

1Schedule D 1.F, beyond the principal office

Accounts

1,578

Individual clients

529

High net worth clients

67

SEC number

801-123113

CRD

282600

Filings on the tape

23

First filed

Dec 23, 2021

Latest filed

Feb 11, 2026

Organised

Limited Liability Company, WI

• Occurred

  May 15, 2023
  Advisor changed firm

  Jacob Thomas Norlander left Client First Investment Management Llc for Cuso Financial Services, L.P. (registered 2023-06-13)

  Form ADVobserved 5 days ago
• Occurred

  Dec 23, 2021
  First Form ADV filing

  Client First Investment Management Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e27b5653-5aff-2efb-6dd4-13ce414480e0

First observed

Dec 23, 2021

Last observed

Feb 11, 2026 7 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.