Overview
Assets Under Management: $200 million
Headquarters: MEDIA, PA
High-Net-Worth Clients: 63
Average Client Assets: $2.6 million
Frequently Asked Questions
FLAGSHIP CAPITAL MANAGEMENT INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #108354), FLAGSHIP CAPITAL MANAGEMENT INC is subject to fiduciary duty under federal law.
FLAGSHIP CAPITAL MANAGEMENT INC is headquartered in MEDIA, PA.
FLAGSHIP CAPITAL MANAGEMENT INC serves 63 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, FLAGSHIP CAPITAL MANAGEMENT INC offers financial planning and portfolio management for individuals. View all service details ↓
FLAGSHIP CAPITAL MANAGEMENT INC manages $200 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, FLAGSHIP CAPITAL MANAGEMENT INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 63
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.34%
Average Client Assets: $2.6 million
Total Client Accounts: 176
Discretionary Accounts: 176
Regulatory Filings
CRD Number: 108354
Filing ID: 2068183
Last Filing Date: 2026-03-25 11:50:35