FAMILY CAPITAL MANAGEMENT

Overview

Family Capital Management is an independent, SEC-registered investment adviser organized as a corporation and operating since 2017. The firm describes itself as a capital allocator serving both high-net-worth individuals and families as well as institutional clients. Its fee model is primarily a percentage of assets under management, supplemented by other fee arrangements in some cases. The firm's advisory services center on financial planning, discretionary portfolio management for individuals and small businesses, and manager selection — indicating a manager-of-managers approach when appropriate. It reports that it is not an active ESG investor, is not multistate in its registration status, and does not provide pension consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives