$435.1M Total AUM
$435.1M Disc. AUM
19.4% 3Y CAGR
10 Employees
499 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Zenith radial
- Established Date
- 05-29-2003
- Office Locations
- 1
Office Locations
168 Louis Campau Promenade NW, Suite 500 Grand Rapids MI
About Family Capital Management
Family Capital Management is a Grand Rapids-based RIA. The firm has been operating for 23 years. Managing $435.1M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Charitable Giving.
Team overview
34 AVG AGE
$108.8M AVG AUM / ADVISOR
$872.0K AVG AUM / CLIENT
7.8 yrs AVG TENURE
10 Employees
4 Advisory Reps
4 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
Pioneer matrix Ember Wave
Client Personas
Momentum
Custodian
Capital crest Prime Quantum vertex Oak meridian Meridian Momentum Element optima
Investment Themes
Harbor Fusion glacier Radial Vertex
Investment Vehicles
Ember Element
Platform
Timber vertex Horizon fusion Optima
Services
Radial crest North Crest delta Fusion pioneer Glacier Vertex delta Fusion Ridge ember Capital foundation Vertex Catalyst momentum
Technology
Catalyst
Owner & Executives
KYLE ROBERT KELLEY
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #6241085
- Ownership
- 50% but less than 75%
(466) 527-4491
beacon.quantum@crestcapital.com
in linkedin.com/in/foundation-focus
ANGELA DAWN BROOKS
Principal, Wealth Strategist
- CRD
- #6371350
- Ownership
- 25% but less than 50%
(241) 777-8763
zenith.crest@peakcapital.com
in linkedin.com/in/insight-signal
Showing 2 of 2 owners & executives
Unlock allContacts
ANGELA DAWN BROOKS
Principal, Wealth Strategist
- CRD
- #6371350
(562) 218-4163
signal.optima@bridgecapital.com
in linkedin.com/in/atlas-vital
J
JEFFERY WILLIAM GREENE
Senior Advisor
- CRD
- #6236468
(861) 389-7315
focus.eagle@insightcapital.com
in linkedin.com/in/optima-pioneer
F
Foundation vector
Radial harbor timber
- CRD
- #88267
(761) 205-7900
momentum.delta@insightcapital.com
in linkedin.com/in/timber-zenith
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $435,118,171 | $329,136 |
| Non-Discretionary | $0 | -- |
| Total | $435,118,171 | $329,136 |
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Separately Managed Accounts
Total SMA Asset: $435,118,171
Public Funds:
19.6% Equity - Exchange:
22.7% Derivatives:
14.4% Cash:
28.8% Municipal Bonds:
14.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $970,030,338 | 19.6% |
| Equity - Exchange | $1,123,453,503 | 22.7% |
| Derivatives | $712,675,350 | 14.4% |
| Cash | $1,425,350,700 | 28.8% |
| Municipal Bonds | $717,624,485 | 14.5% |
| Total | $4,949,134,376 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ELEMENT CATALYST RADIAL | HARBOR UNISON | EYVGJNVB8 | TQRZO | 5.25% | $13,477,449 |
| FRONTIER ATLAS | PATHWAY UNISON | V2VVTTEBA | PKFD | 4.50% | $8,909,466 |
| BEACON PIONEER | HARBOR FOUNDATION | 08TT9JLSC | WAG | 3.30% | $2,837,881 |
| SIGNAL MERIDIAN | UNISON BEACON | FMU0AH7UG | UAT | 10.48% | $55,941,212 |
| FUSION PATHWAY QUANTUM | HARBOR PATHWAY | YUVX719EZ | DPN | 10.90% | $106,278,318 |
| OPTIMA EMBER | CREST FOCUS | OSIYGX7B0 | ZMR | 0.99% | $47,472,630 |
| ELEMENT SUMMIT | PEAK BRIDGE | GR1OO9RP2 | YCSQT | 1.29% | $110,583,766 |
| QUANTUM PIONEER MATRIX | SIGNAL ALPHA | E3JHSDC0A | AODPQ | 12.35% | $114,646,923 |