$7.9M Total AUM
$7.9M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-27-2009
- Office Locations
- 1
Office Locations
-- Parsippany NJ
About Frank Capital Management LLC
Frank Capital Management is a New Jersey RIA providing discretionary portfolio management for retail investors using a Buffett/Graham-style value process focused on downside risk and intrinsic business value. The firm performs in-house company research, offers direct access to the portfolio manager, and invests in the same holdings as clients (custodied at Schwab).
Team overview
-- AVG AGE
$7.9M AVG AUM / ADVISOR
$436.5K AVG AUM / CLIENT
16.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
A
ALFRED CHARLES FRANK
Partner, President
- CRD
- #4688597
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,856,684 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,856,684 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available U.S. Government/Agency:
Available Equity - Exchange:
Available Derivatives:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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