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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Pathway matrix
- Established Date
- 03-15-2018
- Office Locations
- 1
Office Locations
About Family Capital Advisors, LLC
Family Capital Advisors, LLC is an Atlanta-based RIA focused on comprehensive financial planning for families, with coordinated asset management, tax strategy, risk management, and estate planning/wealth management. The team includes Managing Principal Jim Bridges and a dedicated Portfolio Manager (Summer Roberts) and emphasizes ongoing, scheduled client communications and partner-by-partner engagement. Custodied with Charles Schwab.
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Owner & Executives
JAMES CLINTON BRIDGES III
Chief Compliance Officer, MANAGING PRINCIPAL
- CRD
- #5281882
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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SUMMER ANNE ROBERTS
--
- CRD
- #4397627
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,000,000 | -- |
| Non-Discretionary | $12,000,000 | -- |
| Total | $66,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $66,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $5,405,799,285 | 100.0% |
| Total | $5,405,799,285 | 100.0% |