Francis Capital Management, Inc.

Overview

Francis Capital Management, Inc. is a small, client-focused advisory firm that manages portfolios for individuals and small businesses. The firm charges a percentage-of-assets fee and concentrates its investment activity on publicly traded equities, using exchange-traded vehicles as the dominant building blocks of client portfolios. The adviser does not identify as an active ESG investor and is structured as an individually owned corporation that delivers discretionary portfolio management. Given the client base and asset scale, the firm favors straightforward equity exposure supplemented by third-party alternative fund managers where appropriate. Advisory services are centered on personalized portfolio management rather than institutional pension consulting or broad multi-state distribution.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices