PRO CAPITAL LLC
Firm details
- Headquarters
- SOUTHLAKE, Texas
- CRD number
- 334371
- Custodians
- OSAIC WEALTH, INC., THE STANDARD
- 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 operates as an individually owned limited liability company that advises primarily individuals and families on a fee‑based (percentage of AUM) model. The firm’s stated advisory services include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. It is not described as a multi‑state adviser or an active ESG investor. The firm does not identify itself as a capital allocator or as a related adviser to another advisory firm. An insurance company is listed among its industry affiliations, which aligns with the firm’s use of insurance‑linked custodial relationships noted in its filings.
Assets & Accounts
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 1CORY 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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