East Franklin Capital

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Wilmington, North Carolina
CRD number
343891
Registered since
October 1, 2026
Fee structure
Percentage of AUM, Fixed Fees
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

East Franklin Capital is a newly formed limited liability company that provides financial planning and discretionary portfolio management for individuals and small businesses. The firm is owned by an individual and is registered with the SEC; its SEC registration occurred in 2026. Its stated fee models include both a percentage-of-AUM charge and fixed fees, and it does not identify as an active ESG investor or a capital allocator. Service scope is focused on retail clients rather than institutional pension consulting or related-adviser arrangements. The adviser is organized as a single-state practice (not a multi-state adviser), suggesting an initial client footprint concentrated locally as it establishes operations.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Matthew Pohlman

    Matthew Pohlman

    Investment AdviserCRD 5653115

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Wilmington, NC

New Hanover

Location

Wilmington, NC

Headquartered in Wilmington, NC, in the South of the United States.

Region
South
County
New Hanover
Address
3808 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth