FAMILY CAPITAL MANAGEMENT
FAMILY CAPITAL MANAGEMENT, INC. Legal Name
Adviser information for FAMILY CAPITAL MANAGEMENT last updated from Form ADV on March 6th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Michigan, United States |
Employees
| Total Number of Employees | 9 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 2 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,098 | $295.9M |
| Non-Discretionary | 0 | $0 |
| Total | 1,098 | $295.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 291 | $60.9M |
| HNW Individuals | 122 | $209.9M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 5 | $21.4M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $3.8M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMPERCENTAGE OF NET WORTH |
Principal Office
168 LOUIS CAMPAU PROMENADE NW,SUITE 500
GRAND RAPIDS
MI
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: 616-774-4560, Fax: 616-774-4568
Chief Compliance Officer
KYLE KELLEY
PRESIDENT & CEO
168 LOUIS CAMPAU PROMENADE NW
SUITE 500
GRAND RAPIDS
MI
United States
Tel:
(616) 774-4560
Fax:
(616) 774-4568
K***@*******************M
(Full email address available in API data)
Regulatory Contact
AUDREY DIRKSEN
VICE PRESIDENT - CLIENT EXPERIENCE & OPERATIONS
168 LOUIS CAMPAU PROMENADE NW
SUITE 500
GRAND RAPIDS
MI
United States
Tel:
(616) 774-4560
Fax:
(616) 774-4568
A*****@*******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| KELLEY, KYLE, ROBERT | Individual | – | PRESIDENT/CEO/CCO | 07/2019 | 50-75% |
| BROOKS, ANGELA, DAWN | Individual | – | PRINCIPAL & WEALTH STRATEGIST | 07/2019 | 25-50% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 17th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | 1M | 7K | – |
| ALPHABET INC | CAP STK CL C | 638K | 3K | – |
| AMAZON COM INC | COM | 11M | 59K | – |
| AMBEV SA | SPONSORED ADR | 23K | 11K | – |
| AMERICAN EXPRESS CO | COM | 328K | 1K | – |
| APPLE INC | COM | 4M | 17K | – |
| APPLIED MATLS INC | COM | 980K | 4K | – |
| ASML HOLDING N V | N Y REGISTRY SHS | 914K | 894 | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 1M | 4K | – |
| BLACKROCK MUNIYIELD MICH QU | COM | 205K | 18K | – |
| BROADCOM INC | COM | 300K | 187 | – |
| COCA COLA CO | COM | 252K | 4K | – |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 979K | 24K | – |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 361K | 8K | – |
| DYNEX CAP INC | COM | 134K | 11K | – |
| EXXON MOBIL CORP | COM | 277K | 2K | – |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 3M | 74K | – |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 2M | 39K | – |
| FIRST TR EXCHANGE-TRADED FD | MANAGD MUN ETF | 2M | 35K | – |
| FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 1M | 21K | – |
| FIRST TR EXCHANGE-TRADED FD | US EQTY OPPT ETF | 252K | 3K | – |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 617K | 25K | – |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 3M | 93K | – |
| FIRST TR EXCHNG TRADED FD VI | TCW OPPORTUNIS | 4M | 94K | – |
| FIRST TR VALUE LINE DIVID IN | SHS | 5M | 113K | – |
| FRANKLIN TEMPLETON ETF TR | US MID CP MLTFCT | 4M | 78K | – |
| GOLDMAN SACHS BDC INC | SHS | 193K | 13K | – |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 425K | 7K | – |
| INVESCO EXCH TRD SLF IDX FD | RUSL 1000 DYNM | 238K | 5K | – |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | 2M | 21K | – |
| INVESCO QQQ TR | UNIT SER 1 | 16M | 34K | – |
| ISHARES TR | CORE S&P US VLU | 2M | 26K | – |
| ISHARES TR | IBOXX INV CP ETF | 1M | 14K | – |
| ISHARES TR | INTL DIV GRWTH | 590K | 9K | – |
| ISHARES TR | NATIONAL MUN ETF | 746K | 7K | – |
| ISHARES TR | RUS 1000 GRW ETF | 4M | 10K | – |
| ISHARES TR | RUS TOP 200 ETF | 2M | 15K | – |
| ISHARES TR | RUS TP200 GR ETF | 13M | 60K | – |
| ISHARES TR | US HOME CONS ETF | 257K | 3K | – |
| J P MORGAN EXCHANGE TRADED F | DIVERSFD EQT ETF | 2M | 41K | – |
| MASTERCARD INCORPORATED | CL A | 358K | 812 | – |
| MERCK & CO INC | COM | 255K | 2K | – |
| MICROSOFT CORP | COM | 3M | 6K | – |
| MICROSTRATEGY INC | CL A NEW | 919K | 667 | – |
| NUVEEN AMT FREE QLTY MUN INC | COM | 337K | 29K | – |
| NVIDIA CORPORATION | COM | 1M | 10K | – |
| POWERSHARES ACTIVELY MANAGED | S&P500 DOWNSID | 1M | 31K | – |
| PROSHARES TR | S&P 500 DV ARIST | 487K | 5K | – |
| PROSHARES TR | ULTRAPRO QQQ | 275K | 4K | – |
| SCHWAB STRATEGIC TR | MUN BD ETF | 361K | 7K | – |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 14M | 174K | – |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 871K | 4K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 11M | 20K | – |
| SPDR SER TR | SSGA US LRG ETF | 1M | 7K | – |
| TESLA INC | COM | 205K | 1K | – |
| VANECK ETF TRUST | INTRMDT MUNI ETF | 750K | 16K | – |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 386K | 4K | – |
| VANGUARD INDEX FDS | GROWTH ETF | 209K | 559 | – |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 588K | 1K | – |
| VANGUARD INDEX FDS | SMALL CP ETF | 2M | 10K | – |
| VANGUARD INDEX FDS | VALUE ETF | 217K | 1K | – |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 555K | 11K | – |
| VANGUARD WORLD FD | FINANCIALS ETF | 443K | 4K | – |
| VICTORY PORTFOLIOS II | VCSHS US 500 ENH | 1M | 20K | – |
| VISA INC | COM CL A | 490K | 2K | – |
| WISDOMTREE TR | US LARGECAP FUND | 569K | 10K | – |
| WISDOMTREE TR | US QTLY DIV GRT | 12M | 150K | – |