French Capital Management, LLC

Overview

French Capital Management, LLC is an independent registered advisory firm organized as a limited liability company and owned by an individual. Its advisory practice centers on portfolio management for individuals and small businesses and it also lists pension consulting services among its advisory activities. The firm operates an insurance brokerage business as part of its service set and charges clients on a percentage-of-assets-under-management basis, with the ability to bill hourly for certain work. Regulatory and operating attributes in the record indicate the firm is not positioned as a multi-state adviser, is not a capital allocator (it does not act as a multi-manager or fund-of-funds operator), and is not identified as an active ESG investor. It relies on third-party managers for alternative investments rather than operating its own alternative funds.

Assets & Accounts

Investments & Alternatives