Fire Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$510,502,314
Clients
58
Advisors
3
of 5 employees
About
Fire Capital Management serves high‑net‑worth and ultra‑high‑net‑worth individuals and families, as well as select institutional and charitable clients, through private wealth management, multi‑family office services, financial planning, and an Outsourced Chief Investment Officer (OCIO) program. Its services include discretionary portfolio management, coordination with other professional advisers, and tailored family office support such as manager oversight, bookkeeping, philanthropic planning, and foundation administration.
The firm constructs customized, security‑level portfolios and integrates Environmental, Social and Governance (ESG) factors into its fundamental research rather than treating sustainability as a separate product, using model portfolios, third‑party managers, alternative investments, and—where suitable—derivatives and options in separately managed accounts. Fire Capital documents its investment policy statements during onboarding, conducts ongoing due diligence and oversight of recommended third‑party managers, and typically manages client relationships on a discretionary basis.
Distinctive features include a relatively small advisory team overseeing more than $600 million in assets and a concentrated client base, indicating a boutique approach focused on complex HNW and UHNW needs; the firm is also a Certified B Corporation. The brochure discloses recent material amendments clarifying the firm’s use and oversight of third‑party managers, the customized OCIO fee structures and potential layered fees, and describes practices related to sponsored research/conference attendance and occasional charitable handling of standalone planning fees, all of which prospective clients may want to review.
Client services
Expertise
Fee options
$250 for financial planning (negotiable), waived if client for portfolio management services; Multi-Family Office Services charged as customized annual flat fee billed quarterly in advance, may include small asset-based component or fee adjustments.
$0 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.60%
Main office
100 Pine St, Suite 460
San Francisco CA 94111
Advisors at this office
3
Most active in
California · Florida · Texas
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:
-
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.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
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
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")