Overview
Assets Under Management: $171 million
Headquarters: TOPEKA, KS
High-Net-Worth Clients: 41
Average Client Assets: $2.0 million
Frequently Asked Questions
PROACTIVE 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 #297791), PROACTIVE CAPITAL MANAGEMENT, INC. is subject to fiduciary duty under federal law.
PROACTIVE CAPITAL MANAGEMENT, INC. is headquartered in TOPEKA, KS.
PROACTIVE CAPITAL MANAGEMENT, INC. serves 41 high-net-worth clients according to their SEC filing dated January 22, 2026. View client details ↓
According to their SEC Form ADV, PROACTIVE CAPITAL MANAGEMENT, INC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
PROACTIVE CAPITAL MANAGEMENT, INC. manages $171 million in client assets according to their SEC filing dated January 22, 2026.
According to their SEC Form ADV, PROACTIVE CAPITAL MANAGEMENT, INC. 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
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 48.61%
Average Client Assets: $2.0 million
Total Client Accounts: 610
Discretionary Accounts: 605
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 297791
Filing ID: 2042039
Last Filing Date: 2026-01-22 10:58:10