Factory Capital LLC

RIASEC RegisteredEst. 2026

Total AUM

$103M

Discretionary

$103M

100% of AUM

Avg account

$3.9M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Los Angeles, California
CRD number: 341250
Registered since: April 6, 2026
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI95.14%
Individuals4.12%
Corporations / Businesses0.74%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Factory Capital LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2026. The firm serves both individual and family clients as well as institutional investors and describes itself as a capital allocator. Advisory capabilities listed on its filings include comprehensive financial planning, discretionary portfolio management across individual and pooled vehicles, portfolio services for businesses or institutions, pension consulting, and the selection of third‑party advisers. Its fee arrangements include percentage‑of‑AUM billing alongside hourly and fixed‑fee engagements. The firm does not identify itself as an active ESG investor.