Family Capital Management

RIASEC Registered
Total AUM
$435M
Discretionary
$435M
100% of AUM
Avg account
$329K
Accounts
1,322
Employees
10
Advisory reps
4

Firm details

Headquarters
Grand Rapids, Michigan
CRD number
111230
Registered since
May 2, 2017
Website
www.familycapitalmgt.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Other
Client types
  • HNWI71.72%
  • Individuals20.15%
  • Charitable Organizations5.92%
  • Corporations / Businesses2.21%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Family Capital Management is an independent, individual-owned registered investment adviser that has been SEC-registered since 2017. The firm serves a mix of individuals, families and institutional clients and positions itself as a capital allocator and selector of third‑party managers in addition to providing financial planning and discretionary portfolio management for individuals and small businesses. Its fee model is primarily percentage-of-AUM with other fee arrangements noted. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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: Public Funds/Mutual Funds 68%, Exchange Traded Equities 16%, Derivatives 12%, State & Local Bonds 2%, Cash & Cash Equivalents 2%68%
  • Public Funds/Mutual Funds68%
  • Exchange Traded Equities16%
  • Derivatives12%
  • State & Local Bonds2%
  • Cash & Cash Equivalents2%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 62

Active vs passive

$207M in ETFs

Passive

81%

$167M

Active

19%

$40.2M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)InvescoPassiveLarge Growth$28.2M38,11013.61%
Unlock additional holdings →

Location

Primary office

Grand Rapids, MI

Kent

Location

Grand Rapids, MI

Headquartered in Grand Rapids, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.

Metro area
Grand Rapids-Kentwood-Muskegon, MI
Region
Midwest
County
Kent
Address
168 Louis Campau Promenade Nw
Time zone
ET (UTC-5)
Office locations

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