Pro Capital LLC

Overview

Pro Capital LLC is a small, privately owned advisory firm that primarily serves individual and family clients under a percentage-of-assets fee model. The firm provides discretionary and non-discretionary portfolio management for individuals and small businesses, offers portfolio management work for businesses or institutions, and performs pension consulting services. Pro Capital reports an affiliation with an insurance company and does not identify itself as a capital allocator or active ESG investor. It is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives