Amar Shah
Client First Capital · San Diego, California
Amar Shah is a fee-only financial advisor at Client First Capital in San Diego, California, who holds the CFA and CFP credentials. Client First Capital reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Client First Capital |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $269.7M across 64 accounts |
| Credentials | CFA · CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 4787877 |
| Exams passed | Series 66 (2004) |
| Firm size | 4 employees |
| Disclosures | None reported |
How Amar's firm compares
- Client First Capital's average account is about $4.2 million, from its Form ADV (assets managed divided by 64 accounts).
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Questions about Amar
Is Amar Shah a fee-only financial advisor?
Yes. Amar Shah is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Amar's firm.
How does Amar charge for financial advice?
Amar's firm, Client First Capital, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Amar Shah based?
Amar Shah is based in San Diego, California.
What credentials does Amar Shah hold?
Amar Shah holds the CFA and CFP credentials.
Is Amar Shah registered with the SEC?
Yes. Amar Shah is registered as an investment adviser representative in CA and TX (CRD 4787877), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Client First Capital manage?
Client First Capital reports $269.7M across 64 accounts in assets under management.
How do I contact Amar Shah?
Contact details aren't on file yet. Search for Client First Capital.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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