Flagship Capital Management Inc
Firm details
- Headquarters
- Media, Pennsylvania
- CRD number
- 108354
- Registered since
- December 17, 2019
- Website
- www.flagshipcap.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI82.34%
- Individuals17.59%
- Charitable Organizations0.07%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Flagship Capital Management Inc is an owner-managed independent registered investment adviser that has been SEC-registered since 2019. The firm serves both individual and family clients and institutional accounts, offering financial planning and discretionary portfolio management for individuals and small businesses. Its advisory fees are charged as a percentage of assets under management. Flagship does not market itself as an ESG investor, is not structured as a multi-state adviser, and does not operate as a capital allocator. The firm was recognized by FA Magazine as a Top RIA Firm in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities70%
- Public Funds/Mutual Funds16%
- Investment Grade Corp Bonds6%
- Cash & Cash Equivalents5%
- Non-Investment Grade Corp Bonds2%
Contacts
3 of 3Thomas Goldsmith
PresidentCRD 733865
Charles Gubler
AnalystCRD 7954843
Thomas Goldsmith
Investment AnalystCRD 5434689
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 23Active vs passive
$129M in ETFs
90%
$117M
10%
$12.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF (XLK) | State Street | Passive | Technology | $26.4M | 138,561 | 20.40% |
Location
Media, PA
Delaware
Location
Media, PA
Headquartered in Media, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Delaware
- Address
- 400 W State St
- Time zone
- ET (UTC-5)
- Office locations
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