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FAMILY CAPITAL ADVISORS, LLC

CRD 291257

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$66.0M

Discretionary AUM

$54.0M

Team

2 total employees; 2 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-01-20

Disciplinary history

No

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  • SEC IAPD →

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  • FINRA BrokerCheck →

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Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals62$36.0M
High net worth individuals7$18.0M
Insurance companies20$12.0M

All web addresses on file

Official SEC filing: View on IAPD