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| FPL Capital Management LLC
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|
|---|---|
| CRD # | 117499 |
| SEC # | 801-78875 |
| CIK # | |
| AUM | $563.0 MM (2023-02-09) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 504-828-1969 |
| Address | 3525 North Causeway Boulevard Metairie, LA 70002 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 55 | 68.3 |
| (b) Individuals (high net worth individuals) | 133 | 367.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 41 | 118.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 8.3 |
| (n) Other | 0 | 0.0 |
| Total | 813 | 563.0 |
| By Discretionary | ||
| Discretionary | 631 | 435.0 |
| Non-Discretionary | 182 | 128.0 |
| Total | 813 | 563.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 563.0 | |
| Total | 813 | 563.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Aspire Capital Advisors LLC
✚
|
WA | 0.6 |
|
Greystone Financial Group LLC
✚
|
MI | 0.6 |
|
Elwood & Goetz Wealth Advisory Group LLC
✚
|
GA | 0.6 |
|
B&T Capital Management Incorporated
✚
|
TX | 0.6 |
|
Guardian Wealth Strategies LLC
✚
|
MN | 0.6 |
|
Beacon Financial Group Inc
✚
|
OH | 0.6 |
|
Basepoint Wealth LLC
✚
|
IA | 0.6 |
|
Lumature Wealth Partners LLC
✚
|
GA | 0.6 |
|
Teamwork Financial Advisors LLC
✚
|
TX | 0.6 |
|
Relevant Wealth Advisors LLC
✚
|
CA | 0.6 |