Family Capital Management
Firm details
- Headquarters
- Grand Rapids, Michigan
- CRD number
- 111230
- Registered since
- May 2, 2017
- Website
- www.familycapitalmgt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI71.72%
- Individuals20.15%
- Charitable Organizations5.92%
- Corporations / Businesses2.21%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Family Capital Management is an independent, SEC-registered investment adviser organized as a corporation and owned by an individual. Registered in 2017, the firm describes itself as a capital allocator that serves both individual and family clients as well as institutional accounts. Its advisory services focus on financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third-party advisers. The firm charges fees based on a percentage of assets under management and other fee arrangements. It does not identify as an active ESG investor and is not registered as a multi-state adviser.
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
- Public Funds/Mutual Funds68%
- Exchange Traded Equities16%
- Derivatives12%
- State & Local Bonds2%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2
Angela Brooks
Senior Vice President & COOCRD 6371350
Kyle Kelley
President and CEOCRD 6241085
Contacts
2 of 2
Jeffery Greene
Strategic PartnerCRD 6236468
Jacob Randall
AssociateCRD 7100531
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 61Active vs passive
$210M in ETFs
80%
$168M
20%
$42.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $28.7M | 38,987 | 13.68% |
Location
Grand Rapids, MI
Kent
Location
Grand Rapids, MI
Headquartered in Grand Rapids, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.
- Metro area
- Grand Rapids-Kentwood-Muskegon, MI
- Region
- Midwest
- County
- Kent
- Address
- 168 Louis Campau Promenade Nw
- Time zone
- ET (UTC-5)
- Office locations
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