# Firstmetric

Firstmetric is a Bank / Wealth / Trust based in Troy, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Troy, United States
- **Region:** North America
- **Address:** Troy, MI, United States
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** www.firstmetric.com

## Regulatory record

- **CRD number:** 289483
- **SEC file number:** 801-117185
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/289483

## About

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. 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. 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.

## Sectors

- Wealth Management

## Related profiles

- [FirstMerit Corporation](https://altss.com/profile/firstmerit-corporation)
- [FirstOntario Credit Union](https://altss.com/profile/firstontario-credit-union)

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Last updated: 2026-08-11T02:43:31.692Z

Canonical page: https://altss.com/profile/firstmetric-llc

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