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Firstmetric
Firstmetric launched in 2017 in Troy, Michigan, positioning itself as a planning-centric registered investment advisor. The firm's founding thesis centers on...
Firstmetric
Firstmetric launched in 2017 in Troy, Michigan, positioning itself as a planning-centric registered investment advisor. The firm's founding thesis centers on combining financial planning, tax planning, and portfolio management under one advisory roof — a bundled service model common among Midwestern RIAs competing against regional bank trust departments and national wirehouses. Its client base spans individuals, high-net-worth households, and assorted entities, per public regulatory filings. The firm's investment approach reflects standard RIA practice: discretionary portfolio management alongside non-discretionary advisory arrangements. Asset-class exposure likely spans equities, fixed income, and mutual fund or ETF wrappers, though the firm does not publicly disclose specific allocation targets or manager lineups. Firstmetric's geographic footprint concentrates in Southeast Michigan — the Troy/Birmingham/Bloomfield Hills corridor that houses a dense concentration of wealth tied to the automotive supply chain, private manufacturing, and professional services. No direct deal activity, alternative investment programs, or institutional separate accounts are publicly documented. Firstmetric does not publish firm-wide AUM, headcount, or principal bios, which is typical for a small, privately held RIA operating below the SEC's enhanced reporting thresholds. The firm maintains a low public profile, with no media coverage, thought leadership, or conference presence surfaced in the standard industry record. As of late 2023, no SEC enforcement actions or material disclosures appear on the firm's Form ADV filing history, suggesting a clean compliance record over its operating life. Structurally, Firstmetric is a pure advisory practice — it is not a multi-family office, does not operate a trust company charter, and runs no affiliated broker-dealer. This independence distinguishes it from the bank-owned wealth units and hybrid RIA/BD platforms that dominate its region. The absence of succession disclosure or named next-generation leadership is the most notable structural question for an externally scrutinizing allocator or peer.
General information
Firm type
Bank / Wealth / Trust
Year founded
2017
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Troy
Corporate office
Troy, MI, United States
Sector focus
Frequently asked questions
Is Firstmetric a registered investment advisor or a broker-dealer?
Firstmetric operates as a registered investment advisor (RIA), not a broker-dealer. This means the firm is held to a fiduciary standard, required to act in its clients' best interests rather than merely recommending suitable products. RIAs typically charge fees based on assets under management, hourly rates, or flat retainer fees, and do not earn commissions on product sales.
Does Firstmetric manage institutional capital or only individual accounts?
Public records identify Firstmetric's client base as individuals, high-net-worth individuals, and assorted entities. There is no evidence the firm manages institutional separate accounts, pension assets, or endowment mandates. The firm appears focused entirely on private wealth management rather than institutional asset management.
What investment strategies does Firstmetric employ?
The firm provides both discretionary and non-discretionary portfolio management services. Based on standard RIA practice and its own regulatory disclosures, the strategy set likely includes asset allocation across equities, fixed income, and pooled investment vehicles such as mutual funds or ETFs. No alternative investment programs, direct private equity, or hedge fund access are known to be part of the platform.
Who founded Firstmetric and who leads the firm today?
Firstmetric does not publicly name its founder or current leadership on its website or in widely accessible filings. Small RIAs of this profile are often led by a single founder-advisor or a small partnership, but no named principals could be confirmed from the available public record.
How does Firstmetric charge for its services?
As a fee-based RIA, Firstmetric almost certainly charges clients a percentage of assets under management, fixed fees, or hourly charges. Its Form ADV, filed with the SEC, would contain the firm's exact fee schedule, though the document is not publicly available in a searchable format for firms below certain asset thresholds.
Does Firstmetric have any disciplinary history or regulatory disclosures?
No SEC enforcement actions, FINRA sanctions, or material Form ADV disclosure events appear tied to Firstmetric as of late 2023. This suggests a clean compliance record over the firm's operating history since its 2017 founding.
What is the firm's geographic footprint?
Firstmetric is headquartered in Troy, Michigan. The firm appears to serve clients concentrated in Southeast Michigan, a region with deep wealth ties to the automotive industry, tier-one manufacturing suppliers, and professional services firms based in Oakland County.
Profile maintained by Altss 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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