FPL CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2014
Total AUM
$1.1B
Discretionary
$789M
73% of AUM
Avg account
$1M
Accounts
1,051
Employees
5
Advisory reps
3

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

FINTRX

Overview

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

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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: Public Funds/Mutual Funds 65%, Non-Exchange Traded Equities 18%, Exchange Traded Equities 10%, Cash & Cash Equivalents 5%, US Government Bonds 1%, State & Local Bonds 1%65%
  • Public Funds/Mutual Funds65%
  • Non-Exchange Traded Equities18%
  • Exchange Traded Equities10%
  • Cash & Cash Equivalents5%
  • US Government Bonds1%

Contacts

3 of 3
  • AMANDA HARRELL

    Director of Client Service and DevelopmentCRD 6456798

  • MICHAEL GEORGE

    Managing DirectorCRD 2162546

  • VIRAJITH WIJEWEERA

    Director of Trading & OperationsCRD 5611570

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth