Emmanuel Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 139985
- Website
- emmanuelcapital.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Emmanuel Capital Management, LLC is a small, independent registered investment adviser that serves individual and family clients. The firm emphasizes equity exposure and manages portfolios primarily on a discretionary basis, alongside financial planning and pension consulting for both individuals/small businesses and institutional clients. Its fee arrangements are flexible, including a percentage of assets under management plus options for hourly and fixed-fee engagements. Investment activity shows a clear tilt toward exchange-traded equities as the primary vehicle for implementing client strategies. The adviser is not positioned as an ESG-focused manager and operates without multi-state adviser registration. As an owner-run RIA, Emmanuel Capital Management appears to deliver hands-on portfolio management and planning services to a concentrated client base.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- Public Funds/Mutual Funds30%
- Cash & Cash Equivalents10%
Contacts
1 of 1
Thomas Franks
Founder and PresidentCRD 1228623
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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