Pro Capital LLC
Firm details
- Headquarters
- Southlake, Texas
- CRD number
- 334371
- Custodians
- CHARLES SCHWAB & CO., INC., THE STANDARD, 401GO
- Fee structure
- Percentage of AUM
- Client types
- HNWI76.56%
- Individuals23.44%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Pro Capital LLC is a small, privately owned investment adviser organized as an LLC that serves individual and family clients. The firm charges clients a percentage of assets under management and lists portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting among its advisory activities. Pro Capital reports it is not an active ESG investor and is not a multi-state adviser; it also indicates an affiliation with an insurance company, which appears consistent with its use of insurance-based products.
Assets & Accounts
Public Holdings
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
- Public Funds/Mutual Funds80%
- Exchange Traded Equities15%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
Cory Procter
Owner & CEOCRD 7053597
Contacts
2 of 2Shaylor Smith
Senior Director, Financial AdvisorCRD 7831108
Makenzie Kahan
Director of Business OperationsCRD 7765540
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Southlake, TX
Tarrant
Location
Southlake, TX
Headquartered in Southlake, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Tarrant
- Address
- 578 N Kimball Ave
- Time zone
- CT (UTC-6)
- Office locations
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