Flagship Capital Management Inc

RIASEC Registered
Total AUM
$200M
Discretionary
$200M
100% of AUM
Avg account
$1.1M
Accounts
176
Employees
4
Advisory reps
3

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

FINTRX

Overview

Flagship Capital Management Inc is an independent, individually owned registered investment adviser that provides financial planning and discretionary portfolio management primarily for individuals, families and small-business clients, with some institutional relationships. The firm is SEC-registered (2019) and charges clients on a percentage-of-AUM fee basis. Its public filings identify a clear tilt toward equity-focused investing and note that Flagship is not an active ESG investor. The firm received placement on FA Magazine’s Top RIA Firms list in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

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: Exchange Traded Equities 70%, Public Funds/Mutual Funds 16%, Investment Grade Corp Bonds 6%, Cash & Cash Equivalents 5%, Non-Investment Grade Corp Bonds 2%, US Government Bonds 1%70%
  • Exchange Traded Equities70%
  • Public Funds/Mutual Funds16%
  • Investment Grade Corp Bonds6%
  • Cash & Cash Equivalents5%
  • Non-Investment Grade Corp Bonds2%

Contacts

3 of 3

  • Thomas Goldsmith

    PresidentCRD 733865

  • Thomas Goldsmith

    Thomas Goldsmith

    VP, Portfolio ManagerCRD 5434689

  • Charles Gubler

    Charles Gubler

    AnalystCRD 7954843

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 26

Active vs passive

$130M in ETFs

Passive

90%

$117M

Active

10%

$13.3M

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF (XLK)State StreetPassiveTechnology$26.6M135,74220.44%
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Location

Primary office

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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