FLB CAPITAL MANAGEMENT, LLC

RIASEC Registered
Total AUM
$1.5M
Discretionary
$1.5M
100% of AUM
Avg account
$250K
Accounts
6
Employees
1
Advisory reps
1

Firm details

Headquarters
ROWLETT, Texas
CRD number
146379
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Flb Capital Management, LLC is an independent registered investment advisor that focuses on providing financial planning services and portfolio management for individuals and small businesses. The firm operates as a limited liability company and is owned by an individual. While it does not engage in capital allocation, it serves a client base primarily composed of individuals and families. The firm employs a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees. Additionally, Flb Capital Management acts as an insurance broker, integrating insurance solutions into its advisory services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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 100%100%
  • Exchange Traded Equities100%

Contacts

1 of 1
  • KYLE FRENCH

    Managing PartnerCRD 2821015

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

ROWLETT, TX

DALLAS

Location

ROWLETT, TX

Headquartered in ROWLETT, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
4514 Rowlett Rd
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth