Propulsion Capital Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 338744
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals72.86%
- HNWI27.14%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Propulsion Capital Management LLC is an independent, California-registered RIA structured as an LLC and owned by an individual. The firm provides fee-based portfolio management for individuals and small businesses, charging a percentage of assets under management. Its stated client base is individuals and families, and its advisory focus centers on discretionary portfolio management rather than pension consulting or serving as a capital allocator. The firm does not position itself as an active ESG investor and appears to operate within a single-state registration framework.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities79%
- Public Funds/Mutual Funds21%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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