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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-23-2005
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 34 clients, or 34 clients per representative. That equates to $958.3K in reported AUM per client.
The profile lists 1 reported office location and 21 years in operation. The source data was last updated on March 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Vehicles
- Services
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Owner & Executives
DUANE JOSEPH FRANCIS
President
- CRD
- #1534697
- Ownership
- 75% or more
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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
SMA allocation detail is available
Francis Capital Management, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.