Flagship Capital Management Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$199,745,000
Clients
173
Advisors
3
across 2 offices
About
Flagship Capital Management provides investment management and related advisory services to a mix of individual and institutional clients, including corporations, pension and profit-sharing plans, foundations, trusts, and endowments. Services include discretionary portfolio management, financial planning and cash-flow budgeting, and business and investment advisory support.
The firm manages separate client accounts held at third-party custodians and typically constructs portfolios of equities, fixed income, mutual funds, ETFs and cash, seeking both income and capital appreciation. Investment decisions draw on both fundamental and technical analysis—incorporating macroeconomic views and issuer-level financial review—and accounts are monitored and reviewed on a regular, team-based basis.
Notable features include a long-established, privately held structure with a single active owner and a small advisory team managing roughly $200 million in discretionary assets, a scale that is less common for firms of similar headcount. Flagship also offers self-directed retirement plan services and maintains an explicit proxy voting approach that generally withholds votes for certain long-tenured or older board members, a specific governance stance that differs from many peers.
Client services
Expertise
Fee options
One-time setup fee of $2,500 or $40 per eligible participant for self-directed 401(k) plans
$0 - $1,000,000: up to 1.0% $1,000,001 - $5,000,000: 1.0% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%
Account minimum: $250,000
Main office
See office400 W State Street
Media PA 19063
Advisors at this office
2
Offices (2)
Most active in
New Jersey · Pennsylvania
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.
Advisors at this firm
Charles G
Series 65
Media, PA
Flagship Capital Management Inc
Charles Gubler is a financial advisor at Flagship Capital Management Inc with two years of industry experience. He holds the Series 65 designation and previously worked at SEI Investment Company. His background includes four years in education at James Madison University and Luray High School. Flagship Capital Management provides investment management and advisory services to individual and institutional clients, including corporations, pension plans, foundations, and trusts. The firm employs a team-based approach to constructing diversified portfolios using fundamental and technical analysis, managing roughly $200 million in discretionary assets.
Thomas G
Series 63, Series 65
Media, PA
Flagship Capital Management Inc
Thomas Goldsmith is a financial advisor at Flagship Capital Management Inc with 14 years of industry experience. He has been with Flagship Capital Management since 2013 and holds Series 63 and Series 65 designations. Flagship Capital Management provides investment management and advisory services to individual and institutional clients, including corporations and pension plans. The firm employs fundamental and technical analysis to manage portfolios that typically include equities, fixed income, mutual funds, and ETFs, and it maintains a distinctive governance policy on proxy voting.
Thomas G
Media, PA
Flagship Capital Management Inc
Thomas Goldsmith Jr. is a financial advisor at Flagship Capital Management Inc with 32 years of industry experience. He has been with Flagship Capital Management since 1990. Flagship Capital Management provides investment management and financial planning services to individuals, corporations, pension and profit-sharing plans, foundations, trusts, and endowments. The firm employs a combination of fundamental analysis, technical methods, and macroeconomic assessment to create individualized equity and fixed-income portfolios, managing client relationships primarily on a discretionary basis.
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