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1st & Main Investment Advisors Employee Directory

Investment ManagementColorado, United States2-10 Employees

1st & Main Investment Advisors is an independent fiduciary investment advisory firm operating in a fee-only environment, delivering planning and portfolio management without conflicts of interest. Its independence from traditional brokerages, banks, and wire-houses supports unbiased, customizable planning and risk-managed investment guidance for individuals and small businesses. Founded in 1985 in Vail, Colorado, the firm is based in Edwards and serves more than 700 clients.

As a registered investment advisor, its securities are offered through Berthel Fisher & Company Financial Services, Inc., while advisory services are provided through BFC Planning, Inc.; all entities operate independently. In 2013 the firm expanded by opening an office in Greenville, South Carolina to serve the southeastern market.

Find 1st & Main Investment Advisors employees' phone numbers or email addresses

1st & Main Investment Advisors Global Highlights

Location
Employees

North America
6

Minus sign iconPlus sign icon
  • United States Of America
    6

1st & Main Investment Advisors's Leadership

  • Stylized image of a person
    A. S.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. J. R.
    Partner | Investment Adviser Representative
    Phone icon
    Mobile Phone
  • Stylized image of a person
    F. H.
    Senior Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. V. F.
    Administrative Assistant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. C.
    Phone icon
    Mobile Phone

1st & Main Investment Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from 1st & Main Investment Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. S.
    Partner
    Phone icon
    Mobile Phone
    United StatesSouth Carolina
    Apr 16, 2026
  • Stylized image of a person
    R. J. R.
    Partner | Investment Adviser Representative
    Phone icon
    Mobile Phone
    United StatesSouth Carolina
    Oct 19, 2025
  • Stylized image of a person
    F. H.
    Senior Financial Advisor
    Phone icon
    Mobile Phone
    United StatesColorado
    May 29, 2026
  • Stylized image of a person
    L. V. F.
    Administrative Assistant
    Phone icon
    Mobile Phone
    United StatesFlorida
    Apr 15, 2026
  • Stylized image of a person
    C. C.
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is 1st & Main Investment Advisors known for?

Minus sign iconPlus sign icon1st & Main Investment Advisors was founded in 1985 operates in the Investment Management industry. Explore 1st & Main Investment Advisors's company overview page for more information.

What is 1st & Main Investment Advisors's most common email format?

Minus sign iconPlus sign icon1st & Main Investment Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more 1st & Main Investment Advisors email formats with LeadIQ.

How many employees does 1st & Main Investment Advisors have currently?

Minus sign iconPlus sign icon1st & Main Investment Advisors has approximately 6 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are 1st & Main Investment Advisors's key employees and leadership?

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As of July 2026, 1st & Main Investment Advisors's key employees include:

  • Partner: A. S.
  • Partner | Investment Adviser Representative: R. J. R.
  • Senior Financial Advisor: F. H.
  • Administrative Assistant: L. V. F.
  • : C. C.

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