F
$32.6M Total AUM
$32.6M Disc. AUM
-- 3Y CAGR
1 Employees
34 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-23-2005
- Office Locations
- 1
Office Locations
-- Flower Mound TX
About Francis Capital Management, Inc.
Francis Capital Management, Inc. is a Flower Mound, TX independent RIA serving retail investors with financial planning, insurance services, and business-succession planning. Portfolios are implemented primarily with ETFs, supplemented by U.S. government/agency fixed income and cash. Assets are custodied at Charles Schwab; founder-led by President Duane Joseph Francis.
Team overview
58 AVG AGE
$32.6M AVG AUM / ADVISOR
$958.3K AVG AUM / CLIENT
20.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Beacon element Optima radial Signal
Investment Vehicles
Radial timber
Services
Oak harbor Zenith delta Signal wave
Owner & Executives
DUANE JOSEPH FRANCIS
President
- CRD
- #1534697
- Ownership
- 75% or more
(891) 394-8665
meridian.element@radialcapital.com
in linkedin.com/in/zenith-alpha
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,582,269 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,582,269 | -- |
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Separately Managed Accounts
Total SMA Asset: $32,582,269
Equity - Exchange:
31.4% U.S. Government/Agency:
16.7% Cash:
51.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $582,297,862 | 31.4% |
| U.S. Government/Agency | $309,693,449 | 16.7% |
| Cash | $962,460,479 | 51.9% |
| Total | $1,854,451,790 | 100.0% |