Pro Capital Wealth Management

RIAState Registered

Total AUM

$61M

Discretionary

$50M

82% of AUM

Avg account

$303K

Accounts

201

Employees

Advisory reps

Firm details

Headquarters: Southlake, Texas
CRD number: 334371
Custodians: CHARLES SCHWAB & CO., INC., STANDARD INSURANCE COMPANY
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI64.75%
Pension & Profit Sharing Plans18.03%
Individuals17.21%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Pro Capital Wealth Management is an independent, Texas-registered LLC RIA owned by an individual and positioned as a capital allocator for both high-net-worth individuals/families and institutional clients. The firm provides fee-based financial planning and portfolio management across individual, small business and institutional relationships, and lists pension consulting, manager selection and educational workshops among its advisory activities. Its fee model combines percentage-of-AUM and fixed-fee engagements. The firm reports an affiliation with an insurance company and does not identify itself as an ESG investor.