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| Happy Holidays!! thanks for using AUM13F!! |
| FPL Capital Management LLC
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| CRD # | 117499 |
| SEC # | 801-78875 |
| CIK # | |
| AUM | $885.2 M (2025-01-14) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 504-828-1969 |
| Address | 3525 North Causeway Boulevard Metairie, LA 70002 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 45 | 9.0 |
| (b) Individuals (high net worth individuals) | 158 | 700.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 55 | 166.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 9.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,019 | 885.2 |
| By Discretionary | ||
| Discretionary | 864 | 633.0 |
| Non-Discretionary | 155 | 252.2 |
| Total | 1,019 | 885.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 885.2 | |
| Total | 1,019 | 885.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Principal Advised Services LLC
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|
IA | 0.9 |
|
Worthpointe LLC
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|
0.9 | |
|
Sensible Financial Planning and Management LLC
✚
|
MA | 0.9 |
|
Focus Investment Advisors Inc
✚
|
CA | 0.9 |
|
CW Investment Advisers LLC
✚
|
CA | 0.9 |
|
Granite FO LLC
✚
|
0.9 | |
|
Hutchinson Capital Management
✚
|
CA | 0.9 |
|
Basecamp Wealth Advisors LLC
✚
|
WA | 0.9 |
|
Spinnaker Investment Group LLC
✚
|
CA | 0.9 |
|
Adamsbrown Wealth Consultants LLC
✚
|
KS | 0.9 |