FPL CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- METAIRIE, Louisiana
- CRD number
- 117499
- Registered since
- January 2, 2014
- Website
- fplcm.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI76.04%
- Pension & Profit Sharing Plans21.37%
- Individuals1.74%
- Corporations / Businesses0.85%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
FPL Capital Management, LLC is an independent, owner-operated registered investment adviser that positions itself as a capital allocator for both high-net-worth individuals and institutional clients. The firm combines financial planning with portfolio management for individuals and small businesses, and it offers selection-of-other-advisers and pension consulting services. Fee arrangements are flexible—percentage of assets under management alongside hourly and fixed-fee options—so the firm can accommodate both ongoing discretionary mandates and project-based engagements. On the investment side, FPL leans heavily on pooled public vehicles as the core of client portfolios, while also allocating to third-party managers for alternative exposure. The firm is not an ESG-focused investor and is not structured as a multi-state adviser for compliance purposes. Its operating model includes both discretionary portfolio management and non-discretionary advisory relationships, reflecting a mix of full-service wealth management and consultative engagements.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds65%
- Non-Exchange Traded Equities18%
- Exchange Traded Equities10%
- Cash & Cash Equivalents5%
- US Government Bonds1%
Contacts
3 of 3AMANDA HARRELL
Director of Client Service and DevelopmentCRD 6456798
MICHAEL GEORGE
Managing DirectorCRD 2162546
VIRAJITH WIJEWEERA
Director of Trading & OperationsCRD 5611570
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
METAIRIE, LA
JEFFERSON
Location
METAIRIE, LA
Headquartered in METAIRIE, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.
- Metro area
- New Orleans-Metairie-Hammond, LA-MS
- Region
- South
- County
- JEFFERSON
- Address
- 3525 N Causeway Blvd
- Time zone
- CT (UTC-6)
- Office locations
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