$18.9M Total AUM
$17.6M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
19 yrs Firm Age
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- Custodian
- Interactive Brokers · Prudential
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-25-2007
- Office Locations
- 1
Office Locations
-- Heath TX
About PRO:ACT Capital Management
Pro:act Capital Management is a founder-led advisory in Heath, TX providing daily portfolio management for individuals—including professional athletes—focused on protecting and growing accumulated wealth. The firm uses an active, case-by-case sector-rotation approach rather than index investing, emphasizing risk management and detailed quarterly reporting. Custody includes Interactive Brokers.
Team overview
59 AVG AGE
$18.9M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
19.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
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Client Personas
Zenith
Custodian
Optima Unison fusion Element vital
Investment Themes
Unison Unison
Investment Vehicles
Foundation harbor
Services
Timber Foundation peak Frontier Radial vital Capital wave Momentum fusion
Owner & Executives
S
SCOTT RICHARD CARPENTER
Chief Compliance Officer, Managing Director, President
- CRD
- #2701304
- Ownership
- 75% or more
(748) 816-6984
harbor.vertex@legacycapital.com
in linkedin.com/in/legacy-vertex
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,562,415 | -- |
| Non-Discretionary | $1,341,186 | -- |
| Total | $18,903,601 | -- |
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Separately Managed Accounts
Total SMA Asset: $18,903,601
Public Funds:
8.4% Equity - Exchange:
6.7% Cash:
34.0% Corporate - Investment Grade:
12.9% U.S. Government/Agency:
38.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $428,016,536 | 8.4% |
| Equity - Exchange | $341,394,142 | 6.7% |
| Cash | $1,732,447,883 | 34.0% |
| Corporate - Investment Grade | $657,311,109 | 12.9% |
| U.S. Government/Agency | $1,936,265,281 | 38.0% |
| Total | $5,095,434,951 | 100.0% |