Family Capital Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$54,000,000
Clients
69
Advisors
2
of 2 employees
About
Family Capital Advisors, LLC provides investment advisory and financial planning services to individuals and high‑net‑worth individuals, offering both discretionary and non‑discretionary managed accounts invested in cash, stocks, bonds, mutual funds and annuities. The firm conducts suitability assessments, prepares written investment strategies, and delivers regular account reviews and reporting as part of its managed account programs.
The firm tailors portfolios to client objectives, time horizon and risk tolerance and uses a mix of asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term trading strategies. It discloses that some third‑party service providers it uses incorporate artificial intelligence and machine‑learning components and performs periodic due diligence to mitigate related data and security risks.
A notable distinction is that several of the firm’s advisers are also registered representatives of Purshe Kaplan Sterling, a broker/dealer, and may receive customary brokerage and insurance commissions; those advisers are also licensed and appointed with various insurance companies to offer health, disability, long‑term care and annuity products. The combination of advisory services with broker‑dealer registration and insurance affiliations, together with limited custody arrangements (fee debits and standing transfer authorizations), represents an operating model that is less common among similarly supported firms.
Client services
Expertise
Fee options
Under $1,000,000 - $1,000,000: 1.75% $1,000,001 - $5,000,000: 1.50% $5,000,001+: 1.15%
Main office
Atlanta GA
Advisors at this office
2
Most active in
Georgia
Also doing business as
Family Capital Advisors · Family Capital Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Summer R
CFP®, Series 66
Atlanta, GA
Family Capital Advisors, LLC
Summer Roberts is a CFP® and holds a Series 66 license, with 19 years of industry experience. She has worked at Family Capital Advisors, LLC since 2018 and previously held roles at Sterne Agee Financial Services, Inc. and Lakeview Capital Partners, LLC. Roberts is also involved in insurance planning, advising on life and long-term care insurance. Family Capital Advisors, LLC provides investment advisory and financial planning services to individuals and high-net-worth clients, offering both discretionary and non-discretionary managed accounts. The firm customizes portfolios based on client objectives and risk tolerance, employing a variety of strategies including asset allocation, dollar-cost averaging, and technical analysis, and integrates third-party providers that use artificial intelligence and machine learning.
James B
CFP®, Series 66
Atlanta, GA
Family Capital Advisors, LLC
James Bridges is a CFP® with 19 years of industry experience, currently serving as Managing Director at Family Capital Advisors, LLC since 2018. His prior experience includes roles at Sterne Agee Financial Services, Inc. and Lakeview Capital Partners, LLC. In addition to his advisory work, he is a director and owner of Family Capital Advisors Insurance Group, LLC, which provides insurance options to clients. Family Capital Advisors, LLC offers investment advisory and financial planning services to individuals and high-net-worth clients, managing both discretionary and non-discretionary accounts with a range of investment strategies including asset allocation, dollar-cost averaging, and technical analysis. The firm integrates third-party AI and machine-learning tools into its processes and combines advisory services with broker-dealer registration and insurance offerings.
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