L
CRD: 293434
L M Franks Capital
Chestnut Hill, MA
6178938008
$34.0M Total AUM
$34.0M Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-11-2018
- Office Locations
- 1
Office Locations
-- Chestnut Hill MA
About L M Franks Capital
L M Franks Capital is a Chestnut Hill-based RIA. The firm has been operating for 8 years. Managing $34.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Estate Planning, Portfolio Construction.
Team overview
60 AVG AGE
$34.0M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
8.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Fusion wave Foundation ember
Client Personas
Momentum quantum
Investment Themes
Zenith peak
Investment Vehicles
Wave ember
Services
Radial unison Frontier
Owner & Executives
L
LISA M FRANKS
Managing Partner
- CRD
- #6296631
- Ownership
- 75% or more
(893) 655-9505
crest.summit@insightcapital.com
in linkedin.com/in/ridge-horizon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $34,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $34,000,000
Equity - Exchange:
53.3% Cash:
46.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $379,509,660 | 53.3% |
| Cash | $332,515,969 | 46.7% |
| Total | $712,025,629 | 100.0% |