RIA · CRD 121359SEC-Registered

Updated:

First and Main Financial

FIRST AND MAIN FINANCIAL is an SEC-registered investment adviser since 2025. The firm manages approximately $165 million in regulatory assets.

First and Main Financial

FIRST AND MAIN FINANCIAL is an SEC-registered investment adviser since 2025. The firm manages approximately $165 million in regulatory assets. It has 4 employees and 3 investment advisers.

General information

Firm type

RIA

Location

Region

North America

Country

United States

Corporate office

United States

Sector focus

Private CreditReal EstateInfrastructureHedge Funds

Frequently asked questions

Does First and Main Financial participate in fund commitments or only direct deals?

Neither fund commitments nor direct deals are documented for First and Main Financial. Without disclosed holdings or known co-investments, the firm's preferred investment vehicles remain unknowable from public information.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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