Frank Capital Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 151624
- Website
- frankcapitalmgmt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI79.44%
- Individuals20.56%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Frank Capital Management LLC is a small, privately owned advisory firm organized as an LLC that focuses on discretionary portfolio management for individuals, families and small businesses. The firm charges fees as a percentage of assets under management and operates primarily as a single-state, individual-owner practice rather than a multi-state or institutional consultant. Filings show the firm is not positioned as a capital allocator and it does not identify as an active ESG investor. Investment activity appears conservative and liquidity-focused: a large portion of client assets are held in cash and cash equivalents, and the firm manages accounts on a separately managed account (SMA) basis.
Assets & Accounts
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
- Cash & Cash Equivalents70%
- US Government Bonds21%
- Exchange Traded Equities7%
- Derivatives1%
- Public Funds/Mutual Funds1%
Contacts
1 of 1
Alfred Frank
OwnerCRD 4688597
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations