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| Happy Holidays!! thanks for using AUM13F!! |
| Family Capital Management Inc
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| CRD # | 111230 |
| SEC # | 801-110407 |
| CIK # | 0001123320, 0001964344 |
| AUM | $328.8 M (2025-03-19) |
| Employees | 9 (44% Investors, 11% Brokers) |
| Phone | 616-774-4560 |
| Address | 168 Louis Campau Promenade NW, Grand Rapids, MI 49503 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001123320 0001964344 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Adobe Systems Inc | 77.8 | ||
| J P Morgan Chase & Co | 14.5 | ||
| American Express Co | 11.7 | ||
| Alphabet Inc | 10.8 | ||
| VISA Inc | 10.0 | ||
| Apple Inc | 9.6 | ||
| Abbott Laboratories | 7.8 | ||
| Kraft Foods Inc | 7.2 | ||
| Walt Disney Co | 6.5 | ||
| Johnson & Johnson | 6.3 | ||
| United Technologies Corp /DE/ | 5.3 | ||
| American Tower Corp /MA/ | 5.2 | ||
| Carrier Global Corp | 5.0 | ||
| Starbucks Corp | 4.6 | ||
| Microsoft Corp | 4.6 | ||
| PepsiCo Inc | 4.4 | ||
| Danaher Corp /DE/ | 4.2 | ||
| Amazon Com Inc | 3.5 | ||
| Intuitive Surgical Inc | 2.4 | ||
| eBay Inc | 2.2 | ||
| Merck & Co Inc | 1.6 | ||
| Alphabet Inc | 1.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 331 | 77.7 |
| (b) Individuals (high net worth individuals) | 123 | 226.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 20.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 4.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,212 | 328.8 |
| By Discretionary | ||
| Discretionary | 1,212 | 328.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,212 | 328.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 328.8 | |
| Total | 1,212 | 328.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001123320] | |
| 13F-HR | [0001964344] |
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