Pro Capital LLC

Overview

Pro Capital LLC is a small, privately owned limited liability company that advises individual and family clients. The firm charges a percentage-of-assets fee and focuses on portfolio management for individuals and small businesses, as well as portfolio management for businesses or institutions; it also lists pension consulting among its advisory activities, though it is not designated as a pension consultant in its snapshot. Pro Capital is not positioned as a multi-state adviser and does not identify as an active ESG investor. The firm is owner-operated and classified as an unclassified adviser in provided records. It has an industry affiliation with an insurance company, which aligns with its use of annuity products in client allocations. Pro Capital does not present itself as a capital allocator or as a related adviser to a larger RIA network.

Assets & Accounts

Investments & Alternatives