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FIRST MOVE FINANCIAL, LLC

Advisory

TX

Data as of Feb 27, 2026 · Source: SEC Form ADV

Rank in TX
#2,322
of 2,813 advisers by AUM
Average account
$111K
across 101 accounts
AUM per adviser
$11M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 27, 2026.

Total AUM
$11M
Discretionary %
100%
Clients
29
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$11M
Discretionary AUM$11M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients29
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

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

9M INVESTMENTS, LLC
$11M
EVOLVE INVESTMENT ADVISORS, INC.
AUSTIN, TX
$11M
-5.6% 1Y
ADVISORS CRYPTO, INC.
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$11M
-53.0% 1Y
CBYRDK, LLC
AMARILLO, TX
$11M
WHITNEY FINANCIAL STRATEGIES LLC
SAN ANTONIO, TX
$11M
HAYWOOD WEALTH MANAGEMENT, LLC
HOUSTON, TX
$11M

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