PRO CAPITAL LLC

RIASEC Registered
Total AUM
$64M
Discretionary
$55M
86% of AUM
Avg account
$516K
Accounts
124
Employees
2
Advisory reps
3

Firm details

Headquarters
SOUTHLAKE, Texas
CRD number
334371
Custodians
OSAIC WEALTH, INC., THE STANDARD
Fee structure
Percentage of AUM
Client types
  • HNWI76.56%
  • Individuals23.44%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Pro Capital LLC operates as an individually owned limited liability company that advises primarily individuals and families on a fee‑based (percentage of AUM) model. The firm’s stated advisory services include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. It is not described as a multi‑state adviser or an active ESG investor. The firm does not identify itself as a capital allocator or as a related adviser to another advisory firm. An insurance company is listed among its industry affiliations, which aligns with the firm’s use of insurance‑linked custodial relationships noted in its filings.

Assets & Accounts

Investments & Alternatives

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 80%, Exchange Traded Equities 15%, Cash & Cash Equivalents 5%80%
  • Public Funds/Mutual Funds80%
  • Exchange Traded Equities15%
  • Cash & Cash Equivalents5%

Owners & executives

1 of 1
  • CORY PROCTER

    Owner & CEOCRD 7053597

Contacts

2 of 2
  • SHAYLOR SMITH

    Senior Director, Financial AdvisorCRD 7831108

  • MAKENZIE KAHAN

    Director of Business OperationsCRD 7765540

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SOUTHLAKE, TX

TARRANT

Location

SOUTHLAKE, TX

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

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
TARRANT
Address
578 N Kimball Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth