Figa Capital Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 326589
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI99.86%
- Individuals0.14%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Figa Capital Management LLC is an independent, Florida-registered advisory firm organized as an LLC that focuses on wealth management for individuals and families. The firm provides financial planning and portfolio management services for individuals and small businesses, charging either a percentage of assets under management or fixed fees. Ownership is held by an individual and the firm does not position itself as a capital allocator; its investment approach emphasizes straightforward advisory relationships rather than managing external funds of funds.
Assets & Accounts
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
- Investment Grade Corp Bonds83%
- Non-Investment Grade Corp Bonds14%
- US Government Bonds2%
- Exchange Traded Equities1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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