Flight Capital Management, LLC

RIASEC Registered
Total AUM
$42.5M
Discretionary
$42.5M
100% of AUM
Avg account
$1M
Accounts
42
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
152201
Fee structure
Percentage of AUM
Client types
  • HNWI92.9%
  • Individuals7.1%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Flight Capital Management, LLC is a small, privately owned advisory firm focused on serving individual and family clients and small businesses. The firm provides discretionary portfolio management on a fee basis (percentage of AUM) and concentrates its allocation approach on fixed-income instruments, with a particular emphasis on U.S. government bonds. Flight Capital operates as a single-office RIA structured as a limited liability company and manages client assets through separately managed accounts and mutual fund vehicles rather than broad multi-state platforms or large institutional mandates. The firm does not position itself as an ESG investor and is not registered as a multi-state adviser. Investment activity is tilted toward capital preservation and income generation. The disclosed asset mix indicates a material allocation to high-quality fixed income, suggesting client portfolios are designed around interest-rate and credit-risk management rather than aggressive equity growth strategies. Flight Capital’s advisory scope is limited to individuals, families and small businesses rather than large institutional or pension consulting relationships.

Assets & Accounts

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: US Government Bonds 43%, Exchange Traded Equities 31%, Cash & Cash Equivalents 21%, Public Funds/Mutual Funds 4%, Non-Exchange Traded Equities 1%43%
  • US Government Bonds43%
  • Exchange Traded Equities31%
  • Cash & Cash Equivalents21%
  • Public Funds/Mutual Funds4%
  • Non-Exchange Traded Equities1%

Contacts

1 of 1
  • David Pistor

    David Pistor

    Managing DirectorCRD 2512365

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

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth