Atlanta, GA Office

Factory Capital LLC provides discretionary and non‑discretionary portfolio management, financial planning, retirement plan consulting and OCIO-style investment management to a mix of institutional and other clients. The firm’s brochure also discloses advice and allocations to pooled investment vehicles and privately placed securities in addition to traditional stocks, bonds, ETFs and alternatives.

The firm constructs portfolios largely by allocating among third‑party managers and by leveraging outsourced solutions, principally through a contractual relationship with Dynasty Wealth Management (including research from Envestnet PMC and iCapital), and employs both active and passive strategies across liquid and alternative asset classes, including direct indexing and digital assets. It also supports coordination of held‑away accounts and uses an order management system to review, rebalance and implement strategies in accounts not custodied on its recommended platforms.

Distinctive for a firm of its size, Factory Capital discloses affiliations and economic relationships — including common‑owner arrangements with related entities and platform ties to Dynasty/DWM — and the firm discusses associated conflicts of interest and mitigation measures when recommending affiliated programs or special‑purpose vehicles. The firm is newly registered and operates with a small client base and a networked, platform‑centric model that relies on outsourced managers and pooled vehicles rather than only in‑house strategies.