FLAGSHIP CAPITAL MANAGEMENT INC
Firm details
- Headquarters
- MEDIA, Pennsylvania
- CRD number
- 108354
- Registered since
- December 17, 2019
- Website
- www.flagshipcap.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI82.34%
- Individuals17.59%
- Charitable Organizations0.07%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Flagship Capital Management Inc is an independent registered investment adviser that focuses on fee-based portfolio management and financial planning for individuals, families and small businesses. The firm runs an equity-first strategy, with its public-markets activity concentrated in exchange-traded equities and sector ETFs. Flagship is not an active ESG investor and does not position itself as a capital allocator; instead it sources exposure across public equities and allocates to third‑party alternative fund managers when appropriate for client objectives. Flagship operates on a percentage-of-AUM fee model and serves both individual & family and institutional clients. The firm offers straightforward portfolio management and planning services rather than complex pension consulting or multi-state institutional consulting. Flagship was SEC-registered in 2019 and is organized as a corporation under individual ownership. The firm received recognition as a Top RIA by FA Magazine in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities70%
- Public Funds/Mutual Funds16%
- Investment Grade Corp Bonds6%
- Cash & Cash Equivalents5%
- Non-Investment Grade Corp Bonds2%
Contacts
3 of 3THOMAS GOLDSMITH
PresidentCRD 733865
Charles Gubler
AnalystCRD 7954843
THOMAS GOLDSMITH
Investment AnalystCRD 5434689
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$101M in ETFs
88%
$88.9M
12%
$12.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF (XLK) | State Street | Passive | Technology | $18.6M | 140,134 | 18.44% |
Location
MEDIA, PA
DELAWARE
Location
MEDIA, PA
Headquartered in MEDIA, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- DELAWARE
- Address
- 400 W State St
- Time zone
- ET (UTC-5)
- Office locations
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