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- Custodian
- Charles Schwab & Company ยท Tiaa
- Clients
- Retail and Institutional
- Platforms
- Value focusMomentum foundation +more
- Established Date
- 06-28-2018
- Office Locations
- 1
Office Locations
About Proactive Capital Management, Inc.
ProActive Capital Management, Inc. is a locally owned, fee-only RIA in Topeka, Kansas providing personalized financial planning, retirement and tax strategies, and ongoing investment advisory and wealth management. The CFP/RICP-led team serves individuals and families across life stages, using data-driven asset allocation and diversified portfolios, including mutual funds and ETFs. A distribution-relevant differentiator is their regular client review meetings and Schwab custody.
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Owner & Executives
Cory Mason McPherson
Chief Compliance Officer, Chief Executive Officer, Investment Advisor Representative, President
- CRD
- #6632861
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
KEVIN NELSON TUCKER
Investment Advisor Representative
- CRD
- #871723
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $145,451,567 | $240,416 |
| Non-Discretionary | $25,209,779 | $5,041,956 |
| Total | $170,661,346 | $279,773 |
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Separately Managed Accounts
Total SMA Asset: $170,661,346
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $799,859,960 | 23.3% |
| Equity - Exchange | $621,350,441 | 18.1% |
| Cash | $868,517,467 | 25.3% |
| Corporate - Investment Grade | $339,854,661 | 9.9% |
| Municipal Bonds | $803,292,836 | 23.4% |
| Total | $3,432,875,365 | 100.0% |