1st Financial Investment, Inc.

Overview

1st Financial Investment, Inc. is an independent registered investment adviser organized as a corporation that positions itself as a capital allocator for individual and family clients. The firm charges either a percentage of assets under management or hourly fees and provides a mix of advisory and non-advisory services. In addition to portfolio management and financial planning for individuals and small businesses, the adviser publishes periodicals or newsletters, runs educational seminars and workshops, and offers selection-of-other-advisers services. The firm also operates across multiple business lines: it functions as a registered representative of a broker-dealer, an insurance broker, an accountant, and a seller of other financial products. It does not characterize itself as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives