FLB Capital Management, LLC

RIASEC Registered
Total AUM
$1.5M
Discretionary
$1.5M
100% of AUM
Avg account
$250K
Accounts
6
Employees
1
Advisory reps
1

Firm details

Headquarters
Rowlett, Texas
CRD number
146379
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

FLB Capital Management, LLC is an independent, owner-operated registered investment adviser that serves individual and family clients. The firm offers financial planning and discretionary portfolio management for individuals and small businesses, and it also operates as an insurance broker. Its fee model is flexible, combining percentage-of-assets, hourly charges, and fixed-fee arrangements. The adviser is not registered as a multi-state firm and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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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 100%100%
  • Exchange Traded Equities100%

Contacts

1 of 1
  • Kyle French

    Kyle French

    Managing PartnerCRD 2821015

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

Rowlett, TX

Dallas

Location

Rowlett, TX

Headquartered in Rowlett, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
4514 Rowlett Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth