RIA Intel›Advisers›Missouri›FIRST CLASS CAPITAL LLC

FIRST CLASS CAPITAL LLC

Advisory

LIBERTY, MO

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account

$10

across 1,000,000 accounts

AUM per adviser

$10M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$10M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$10M

Discretionary AUM$10M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients8

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMO

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

8 clients

4 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MO

Closest by assets under management. All figures from Form ADV.

FIRST CLASS CAPITAL LLC

$10M

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$10M

SIGNALPOINT CAPITAL MANAGEMENT, LLC

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$10M

DITTRICH FINANCIAL GROUP LLC

$10M

BUSINESS OWNER STRATEGIES, INC.

$10M

EPOCH FAMILY WEALTH, LLC

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