Fletcher Capital Management

Overview

Fletcher Capital Management is an independent, owner-operated RIA that serves both individual and institutional clients with financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm runs a fee structure that mixes percentage-of-AUM billing with hourly and fixed-fee engagements, which supports both ongoing portfolio management relationships and project-based planning work. Investment preference is equity-first: exchange-traded equities are the dominant allocation, while mutual funds and selected alternative strategies supplement core holdings. Fletcher Capital Management is not positioned as an ESG-focused manager and operates from a single-state footprint rather than a multi-state advisory platform. The firm maintains industry ties to insurance, pension consulting, and real estate broker channels, which informs some of its client work and product access. Its client base and service set point to a hybrid practice that blends discretionary portfolio overlays for household and small business investors with consulting and planning engagements.

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Location & Offices