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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Catalyst glacierCatalyst +more
- Established Date
- 06-01-2023
- Office Locations
- 1
Office Locations
About PRO Capital LLC
Pro Capital Wealth Management (Southlake, TX; Dallas-Fort Worth) advises entrepreneurs and high performers, with a $1M minimum household investable-asset requirement. The team provides wealth management spanning investing, risk management, estate planning, and family services, emphasizing disciplined asset allocation and portfolios using mutual funds and ETFs. Securities and advisory services are offered through Osaic Wealth, Inc. (FINRA/SIPC).
Team overview
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Owner & Executives
CORY RYAN PROCTER
Chief Compliance Officer, Managing Member
- CRD
- #7053597
- Ownership
- 75% or more
MAKENZIE NICOLE KAHAN
DIRECTOR OF BUSINESS OPERATIONS
- CRD
- --
- Ownership
- Less than 5%
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SHAYLOR SMITH
--
- CRD
- #7831108
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,000,000 | -- |
| Non-Discretionary | $9,000,000 | -- |
| Total | $64,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $64,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $673,045,355 | 49.0% |
| Equity - Exchange | $506,844,359 | 36.9% |
| Cash | $193,672,235 | 14.1% |
| Total | $1,373,561,949 | 100.0% |