FTN CAPITAL MANAGEMENT

Overview

FTN Capital Management is an independent registered investment adviser that focuses on providing financial planning and portfolio management to individual and family clients, including small business owners. The firm favors equity-oriented strategies: its filings show a clear preference for exchange-traded equities as the primary building block of client portfolios. Service delivery appears centered on customized separate account management and planning engagements, with fee arrangements that include a percentage of assets under management, hourly charges and fixed-fee arrangements. The adviser is not positioned as an ESG-focused manager and does not list pension consulting or multi-state adviser designations. Given the owner structure is individual and the client base is relatively small by headcount, the firm operates with a boutique profile—direct, hands-on relationships and a concentrated client roster rather than broad institutional distribution.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices