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- Custodian
- Charles Schwab & Company · SEI · State Street
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-11-1993
- Office Locations
- 2
Office Locations
About Flagship Capital Management INC
Flagship Capital Management is an independent wealth management firm near Philadelphia (Media, PA) serving individuals and institutional clients including corporations, municipalities, and foundations. The team provides discretionary portfolio management and advisory/consulting support for 401(k) plan sponsors and participants, emphasizing prudent, risk-aware adjustments. Portfolios are built primarily with ETFs, complemented by public funds and investment-grade fixed income; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
THOMAS ALLEN GOLDSMITH JR
Chief Compliance Officer, President
- CRD
- #733865
- Ownership
- 75% or more
THOMAS PATRICK GOLDSMITH
Chief Compliance Officer, President
- CRD
- #5434689
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Charles Gubler
--
- CRD
- #7954843
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $199,880,000 | $1,135,682 |
| Non-Discretionary | $0 | -- |
| Total | $199,880,000 | $1,135,682 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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