East Franklin Capital
Firm details
- Headquarters
- Wilmington, North Carolina
- CRD number
- 343891
- Registered since
- October 1, 2026
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
East Franklin Capital is a newly formed limited liability company that provides financial planning and discretionary portfolio management for individuals and small businesses. The firm is owned by an individual and is registered with the SEC; its SEC registration occurred in 2026. Its stated fee models include both a percentage-of-AUM charge and fixed fees, and it does not identify as an active ESG investor or a capital allocator. Service scope is focused on retail clients rather than institutional pension consulting or related-adviser arrangements. The adviser is organized as a single-state practice (not a multi-state adviser), suggesting an initial client footprint concentrated locally as it establishes operations.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Matthew Pohlman
Investment AdviserCRD 5653115
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Wilmington, NC
New Hanover
Location
Wilmington, NC
Headquartered in Wilmington, NC, in the South of the United States.
- Region
- South
- County
- New Hanover
- Address
- 3808 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
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