RIA Intel›Advisers›Idaho›FIRST SECURITY CAPITAL, LLC

FIRST SECURITY CAPITAL, LLC

Advisory

Data as of Jun 5, 2025 · Source: SEC Form ADV

Average account

$150K

across 3 accounts

AUM per adviser

$450K

1 advisers

Source: SEC Form ADV. Figures as filed Jun 5, 2025.

Total AUM

$450K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$450K

Discretionary AUM$450K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InID

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

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

See plansIncluded with the Intelligence plan

Advisers of similar size in ID

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

SILVERIA WEALTH GROUP, LLC

BOISE, ID

$304K

GOOD BETTER BEST FINANCIAL PLANNING LLC

$1M

Get the full picture on FIRST SECURITY CAPITAL, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track FIRST SECURITY CAPITAL, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans