Fire Capital Management, LLC

RIASEC RegisteredEst. 2023
Total AUM
$635M
Discretionary
$635M
100% of AUM
Avg account
$2.7M
Accounts
233
Employees
5
Advisory reps
4

Firm details

Headquarters
San Francisco, California
CRD number
299218
Registered since
July 5, 2023
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI78.69%
  • Charitable Organizations19.66%
  • Individuals1.64%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Fire Capital Management, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and owned by an individual. The firm serves both high-net-worth individuals and institutional clients, providing financial planning and portfolio management for individuals and small businesses. Its fee model combines percentage-of-AUM billing with fixed fees. Fire Capital identifies itself as an active ESG investor, signaling that environmental, social, and governance factors play a role in its investment decisions. The firm is not positioned as a capital allocator or pension consultant and does not operate as a multi-state or related adviser. Its registration year is recent relative to long-established firms (SEC-registered in 2023), but it is not classified as a newly formed adviser in the descriptive data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 67%, Public Funds/Mutual Funds 16%, State & Local Bonds 9%, Cash & Cash Equivalents 4%, Investment Grade Corp Bonds 2%, Non-Investment Grade Corp Bonds 2%67%
  • Exchange Traded Equities67%
  • Public Funds/Mutual Funds16%
  • State & Local Bonds9%
  • Cash & Cash Equivalents4%
  • Investment Grade Corp Bonds2%

Owners & executives

1 of 1
  • Alyssa Farrelly

    Alyssa Farrelly

    Director & Chief Operating OfficerCRD 7228725

Contacts

3 of 3
  • William Reynolds

    William Reynolds

    Investment AssociateCRD 7220439

  • Ryan Fujioka

    Ryan Fujioka

    Investment AssistantCRD 7792747

  • Michael Firestone

    Michael Firestone

    Managing PartnerCRD 7030824

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
100 Pine St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth