$1.1B Total AUM
$789.3M Disc. AUM
25.1% 3Y CAGR
5 Employees
324 ADV. Clients
17 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- RadialZenith +more
- Established Date
- 11-19-2008
- Office Locations
- 1
Office Locations
3525 North Causeway Boulevard Suite 633 Metairie LA
About FPL Capital Management, LLC
FPL Capital Management (FPLCM) is a fee-only, SEC-registered RIA serving investors nationwide since 2000. The firm provides asset and wealth management plus retirement plan services, backed by retirement, estate and tax planning. Portfolios incorporate passive and tactical strategies with access to private markets, delivered via a flat-fee pricing model.
Team overview
42 AVG AGE
$360.9M AVG AUM / ADVISOR
$3.3M AVG AUM / CLIENT
13.6 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
17yrs Firm Age
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Asset Classes
Pathway capital Vital eagle Harbor vertex
Client Personas
Atlas signal Atlas vertex
Custodian
Vertex zenith Vector element Eagle oak Vital timber
Investment Themes
Delta crest Capital Signal Atlas
Investment Vehicles
Signal
Services
Foundation Legacy signal Delta optima Catalyst delta Ridge atlas Delta Foundation Matrix momentum
Technology
Unison optima Alpha radial Delta harbor
Owner & Executives
MICHAEL DAVID GEORGE
Founder, President
- CRD
- #2162546
- Ownership
- 75% or more
(695) 312-2486
prime.matrix@crestcapital.com
in linkedin.com/in/atlas-wave
V
VIRAJITH YAMINDA WIJEWEERA
Chief Compliance Officer, Director, DIRECTOR OF OPERATIONS
- CRD
- #5611570
- Ownership
- Less than 5%
(336) 769-7110
timber.ridge@momentumcapital.com
in linkedin.com/in/horizon-zenith
Showing 2 of 2 owners & executives
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A
AMANDA PALAMONE HARRELL
Certified Financial Planner
- CRD
- #6456798
(547) 433-6309
eagle.optima@elementcapital.com
in linkedin.com/in/oak-vital
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $789,326,121 | $872,184 |
| Non-Discretionary | $293,339,871 | $2,009,177 |
| Total | $1,082,665,992 | $1,030,129 |
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Separately Managed Accounts
Total SMA Asset: $1,082,665,992
Public Funds:
17.2% Equity - OTC:
18.8% Equity - Exchange:
14.7% Cash:
9.4% Municipal Bonds:
21.5% U.S. Government/Agency:
18.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $334,363,063 | 17.2% |
| Equity - OTC | $365,466,604 | 18.8% |
| Equity - Exchange | $285,763,781 | 14.7% |
| Cash | $182,733,302 | 9.4% |
| Municipal Bonds | $417,953,829 | 21.5% |
| U.S. Government/Agency | $357,690,718 | 18.4% |
| Total | $1,943,971,297 | 100.0% |