Amar N Shah
Investment adviser representative at Client First Capital, LLC
15 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$269.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Client First Capital, LLCApr 2019 to now
- USAA Investment Management CompanyJan 2018 to Apr 2019
- USAA Financial Advisors, IncFeb 2011 to Apr 2019
- USAA Financial Planning ServicesFeb 2011 to Apr 2019
Designations
- CFP® certification
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Client First Capital, LLC
$269.7MAssets managed
73Clients
1Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4787877
- Firm CRD
- 300684