$47.8M Total AUM
$47.8M Disc. AUM
-- 3Y CAGR
2 Employees
17 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers · Prudential · Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-08-2022
- Office Locations
- 1
Office Locations
-- Huntsville AL
About Franklin Street Capital LLC
Franklin Street Capital LLC is an Alabama-registered RIA based in Huntsville providing investment advisory and related services to clients nationwide. The firm focuses on asset-allocation portfolio management, using vehicles such as mutual funds and ETFs and including hedge fund exposure where suitable. Client focus includes entrepreneurs and insurance-related planning.
Team overview
-- AVG AGE
$47.8M AVG AUM / ADVISOR
$2.8M AVG AUM / CLIENT
3.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
2 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Vector
Client Personas
Element
Custodian
Pathway bridge Fusion pioneer
Investment Themes
Value
Investment Vehicles
Glacier harbor
Services
Bridge
Owner & Executives
J
JAY STANLEY HOYLE
Chief Compliance Officer, Owner
- CRD
- #1186558
- Ownership
- 75% or more
(802) 823-7525
north.foundation@oakcapital.com
in linkedin.com/in/catalyst-timber
Showing 1 of 1 owners & executives
Unlock allContacts
K
KIMBERLY ANN COPLAN
--
- CRD
- #2976141
(980) 968-7513
momentum.matrix@signalcapital.com
in linkedin.com/in/prime-ridge
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,834,171 | -- |
| Non-Discretionary | $0 | -- |
| Total | $47,834,171 | -- |
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Separately Managed Accounts
Total SMA Asset: $47,834,171
Other:
15.1% Cash:
27.4% Equity - Exchange:
57.5% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $1,011,779,716 | 15.1% |
| Cash | $1,835,944,651 | 27.4% |
| Equity - Exchange | $3,852,803,555 | 57.5% |
| Total | $6,700,527,922 | 100.0% |