# 1st Financial Investment

1st Financial Investment is a Bank / Wealth / Trust based in Clark'S Summit, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Clark'S Summit, United States
- **Region:** North America
- **Address:** Clarks Summit, PA, United States
- **Founded:** 2004
- **Assets under management:** Undisclosed
- **Website:** http://www.1stfinancialinvestment.com
- **LinkedIn:** https://www.linkedin.com/company/1st-financial-investments-inc

## Regulatory record

- **CRD number:** 283072
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-05-01T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/283072

## About

1st Financial Investment is a state-registered investment adviser in Clark's Summit, PA. The firm manages approximately $782,150 in regulatory assets. It has 8 employees and 2 investment advisers.

## Questions

### Does 1st Financial Investment manage proprietary funds or pooled vehicles?

No proprietary funds, private partnerships, or pooled investment vehicles are publicly associated with 1st Financial Investment. The firm constructs portfolios using third-party mutual funds, ETFs, individual securities, and fixed-income instruments. This open-architecture approach is standard among regional advisory firms that operate as fiduciaries rather than asset manufacturers.

### What geographic region does 1st Financial Investment serve?

The firm's client base is concentrated in northeastern Pennsylvania, particularly Lackawanna County and the Scranton–Wilkes-Barre metropolitan area. Its Clarks Summit headquarters positions it within a region characterized by legacy industrial wealth, healthcare professionals, and small-business owners. No public materials indicate multi-state or national client distribution.

### Does 1st Financial Investment offer direct private equity or venture capital exposure?

There is no public evidence that 1st Financial Investment allocates client capital to direct private equity, venture capital, or private credit investments. Its stated wealth-management model relies on publicly traded securities and fixed-income products, without marketed alternatives or private-market co-investment programs.

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Last updated: 2026-08-10T19:36:47.593Z

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