Propulsion Capital Management LLC

RIASEC Registered
Total AUM
$737K
Discretionary
$737K
100% of AUM
Avg account
$38.8K
Accounts
19
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
338744
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals72.86%
  • HNWI27.14%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Propulsion Capital Management LLC is a small, owner-operated investment adviser focused on discretionary portfolio management for individuals and small businesses. The firm charges a fee based on assets under management and concentrates client portfolios on public equity exposures. Its stated client base is individual and family investors rather than institutional or pension plans. The adviser is not positioned as an active ESG investor and does not describe itself as a multi-state or related adviser, which aligns with a single-office, tightly focused operating model. Investment preference is equity-centric: exchange-traded securities make up the bulk of assets under management and drive portfolio construction and trading activity. The firm appears to run separately managed accounts or account-level structures for clients, with a relatively small overall asset base and a hands-on, owner-led approach to portfolio implementation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 79%, Public Funds/Mutual Funds 21%79%
  • Exchange Traded Equities79%
  • Public Funds/Mutual Funds21%

Owners & executives

1 of 1
  • Michael Germain

    Michael Germain

    CEOCRD 6880343

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth