Franklin Street Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 321236
- Website
- franklinstcapital.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Franklin Street Capital LLC is a small, privately owned advisory firm organized as an LLC that provides portfolio management for individuals and small businesses and performs manager selection on behalf of clients. The firm bills on a percentage-of-assets-under-management basis and identifies itself as a capital allocator, meaning it deploys client capital across external managers and pooled vehicles rather than acting solely as a single-manager discretionary shop. Franklin Street Capital is not flagged as an active ESG investor and does not present itself as a multi-state or pension consultant adviser. Its primary client base is individuals and families. The firm’s advisory activities emphasize discretionary portfolio management and selecting other advisers or sub‑managers, which suggests a focus on building diversified, externally managed exposures rather than relying exclusively on in‑house strategies.
Assets & Accounts
Investments & Alternatives
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
- Other96%
- Exchange Traded Equities2%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1Jay Hoyle
CIOCRD 1186558
Contacts
1 of 1Kimberly Coplan
Practice ManagerCRD 2976141
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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