Franklin Street Capital LLC

RIASEC Registered
Total AUM
$47.8M
Discretionary
$47.8M
100% of AUM
Avg account
$1.4M
Accounts
34
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
321236
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 96%, Exchange Traded Equities 2%, Cash & Cash Equivalents 2%96%
  • Other96%
  • Exchange Traded Equities2%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • Jay Hoyle

    CIOCRD 1186558

Contacts

1 of 1
  • Kimberly Coplan

    Practice ManagerCRD 2976141

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth