Family Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$399,768,837
Clients
491
Advisors
4
of 10 employees
About
Family Capital Management is a four‑advisor wealth management firm serving individuals, trusts, estates, charitable organizations and other entities, with discretionary portfolio management and modular financial consulting for roughly 500 clients and about $435 million in assets under management. Services include ongoing portfolio monitoring and rebalancing, access to an e‑Money aggregation/document vault, and complementary wealth‑planning guidance across estate, retirement, tax and insurance matters.
The firm implements client strategies using a mix of fundamental and technical analysis and tailors allocations from long‑term positions to shorter‑term trades as appropriate, and may recommend third‑party independent managers for specialized mandates. Investment implementation routinely includes mutual funds and ETFs but also extends to more complex instruments where suitable — the brochure discloses use of leveraged ETFs (including instances of holding beyond daily reset periods), structured notes, non‑traded alternatives/REITs, and operational reliance on AI tools for analytics and meeting transcription (with an opt‑out option).
Distinctive operational and conflict‑of‑interest attributes are disclosed in the brochure: several advisors maintain securities broker‑dealer and insurance licenses in their separate capacities and the firm receives custodial support services that provide research, technology and practice resources. The firm also documents specific policies for items less typical at this scale — detailed risk disclosures for structured and leveraged products, procedures around securities‑backed lines of credit, solicitor referral arrangements, and a team credentialed with multiple CFPs and a behavioral finance designation.
Client services
Expertise
Fee options
$0 - $500,000: 1.25% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.25% $10,000,001+: Negotiable
Commission-based compensation earned by registered representatives and licensed insurance agents affiliated with the firm
Minimum fee: $1,500 minimum fee for financial consulting services
Main office
168 Louis Campau Promenade NW, Suite 500
Grand Rapids MI 49503
Advisors at this office
4
Most active in
Florida · Indiana · Michigan · North Carolina · Ohio · Texas
Also doing business as
Family Capital Management · Family Capital Management, Inc. · Family Wealth Advisors · Paul Damon & Associates, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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.
Quick links
Advisors at this firm
Kyle K
Series 63, Series 66
Grand Rapids, MI
Family Capital Management
Kyle Kelley is a financial advisor at Family Capital Management with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Purshe Kaplan Sterling Investments and American Portfolios Financial Services. Kelley also provides insurance advice tailored to client needs. Family Capital Management is a four-advisor firm serving individuals, trusts, estates, charitable organizations, and other entities with discretionary portfolio management and modular financial consulting. The firm manages approximately $435 million in assets for roughly 500 clients, employing a blend of fundamental and technical analysis and offering access to various investment instruments and wealth-planning services.
Jacob R
CFP®
Grand Rapids, MI
Family Capital Management
Jacob Randall is a CFP® professional with six years of experience at Family Capital Management in Grand Rapids, MI. He joined the firm in 2020 following his college education from 2016 to 2020. Family Capital Management is a four-advisor wealth management firm serving individuals, trusts, estates, charitable organizations, and other entities, managing approximately $435 million in assets for around 500 clients. The firm offers discretionary portfolio management and modular financial consulting, employing a combination of fundamental and technical analysis to tailor investment strategies across a range of instruments including mutual funds, ETFs, and more complex products.
Jeffery G
Series 65
Grand Rapids, MI
Family Capital Management
Jeffery Greene is a Series 65-licensed financial advisor with nine years of industry experience. He has been with Family Capital Management since 2017 and also operates JW Greene & Associates LLC. Greene serves as president and a board member of God's Gift Foundation, a Michigan-based nonprofit started by his grandfather that assists struggling ministries. Family Capital Management is a four-advisor wealth management firm serving individuals, trusts, estates, and charitable organizations. The firm offers discretionary portfolio management and modular financial consulting, combining fundamental and technical analysis with tailored allocations and a range of investment instruments.
Angela B
CFP®, Series 66
Grand Rapids, MI
Family Capital Management
Angela Brooks is a CFP®-certified financial advisor with 11 years of industry experience, currently serving at Family Capital Management in Grand Rapids, MI. She has worked at Family Capital Management since 2014, with a period at American Portfolios Financial Services, Inc. from 2014 to 2024. Outside of her advisory role, she is also an independent insurance agent. Family Capital Management provides discretionary portfolio management and modular financial consulting for individuals, trusts, estates, charitable organizations, and business entities. The firm integrates wealth-planning advice with investment management and uses a mix of fundamental and technical analysis across a range of investment vehicles, monitoring accounts continuously to adjust for market and client changes.
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