Factory Capital LLC

RIASEC RegisteredEst. 2026

Total AUM

$103M

Discretionary

$103M

100% of AUM

Avg account

$3.9M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Los Angeles, California
CRD number: 341250
Registered since: April 6, 2026
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI95.14%
Individuals4.12%
Corporations / Businesses0.74%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Factory Capital LLC is an independent registered investment adviser that positions itself as a capital allocator for both private clients and institutions. The firm reports offering financial planning and portfolio management across individuals, small businesses, pooled investment vehicles and institutional clients, plus pension consulting and the selection of third‑party advisers. Fee arrangements include asset‑based charges, hourly billing and fixed fees. Factory Capital is registered with the SEC (registered in 2026) and lists its client base as a mix of individual/family and institutional relationships. The firm does not identify itself as an ESG‑focused manager.