Overview
Assets Under Management: $885 million
Headquarters: METAIRIE, LA
High-Net-Worth Clients: 158
Average Client Assets: $4 million
Frequently Asked Questions
FPL CAPITAL MANAGEMENT, LLC 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 #117499), FPL CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
FPL CAPITAL MANAGEMENT, LLC is headquartered in METAIRIE, LA.
FPL CAPITAL MANAGEMENT, LLC serves 158 high-net-worth clients according to their SEC filing dated January 14, 2025. View client details ↓
According to their SEC Form ADV, FPL CAPITAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
FPL CAPITAL MANAGEMENT, LLC manages $885 million in client assets according to their SEC filing dated January 14, 2025.
According to their SEC Form ADV, FPL CAPITAL MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 158
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.13
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,019
Discretionary Accounts: 864
Non-Discretionary Accounts: 155
Regulatory Filings
CRD Number: 117499
Last Filing Date: 2025-01-14 00:00:00
Website: https://fplcapital.com