FPL Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$842,061,377
Clients
268
Advisors
3
of 5 employees
About
FPL Capital Management provides investment advisory services to individuals, high‑net‑worth clients, trusts, retirement plans, and business entities, delivering wealth and asset management alongside financial planning and pension consulting. The firm offers both discretionary portfolio management using customized and model portfolios and non‑discretionary planning and consulting engagements when requested.
The firm emphasizes a passive, globally diversified investment approach implemented through model portfolios constructed with passive and actively managed index funds and guided by Modern Portfolio Theory and long‑term buy‑and‑hold principles. FPL Capital uses third‑party data sources such as YCharts, Morningstar, FastTrack, and Fi360 for fund analysis, maintains custodial relationships with major custodians, and provides participant education and risk‑tolerance assessments for retirement plan clients.
FPL Capital is notable for managing approximately $1.08 billion in client assets across three advisory professionals, producing a relatively high AUM per advisor compared with peers. Its client outreach and marketing materials include client testimonials and references to third‑party ratings, and the firm pairs model‑based, back‑tested asset allocation work with quarterly monitoring reports and participant enrollment support for plan sponsors.
Client services
Expertise
Occupation focus
Fee options
Portfolio reporting for non-managed accounts at flat annual fee; One-time setup fees for pension plans based on participant count ($7,500-$17,500 base plus $100 per participant)
$0 - $357,000: 0.70% $357,000 - $5,000,000: 0.70% $5,000,000 - $10,000,000: tiered rates with max annual fees (see details) $10,000,000 - $15,000,000: tiered rates with max annual fees (see details) $15,000,000+: tiered rates with max annual fees (see details)
Financial planning and consulting at $250/hour; consulting for pension plans at $150/hour
Account minimum: $500,000 Minimum fee: Annual fee ranges from $5,000 to $15,000 depending on service level Fee-only: Fee-only firm compensated solely by advisory fees
Main office
3525 North Causeway Boulevard, Suite 633
Metairie LA 70002
Advisors at this office
3
Most active in
Arizona · California · Colorado · Florida · Georgia · Illinois · Kentucky · Louisiana · Massachusetts · Missouri · North Carolina · Pennsylvania · Texas · Utah
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
Amanda H
Series 66
Metairie, LA
FPL Capital Management, LLC
Amanda Harrell is a financial advisor at FPL Capital Management, LLC with 10 years of industry experience. She holds a Series 66 designation and has worked at FPL Capital since 2017, following two years at Morgan Stanley. FPL Capital Management provides investment advisory services to individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm employs a passive, globally diversified investment strategy using both customized and model portfolios, guided by Modern Portfolio Theory and long-term buy-and-hold principles.
Virajith W
Series 65
Metairie, LA
FPL Capital Management, LLC
Virajith Wijeweera is a financial advisor at FPL Capital Management, LLC with 17 years of industry experience. He holds the Series 65 designation and has been with FPL Capital Management since 2004. FPL Capital Management provides investment advisory services to individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm employs a passive, globally diversified investment approach using model portfolios guided by Modern Portfolio Theory and long-term buy-and-hold principles.
Michael G
Series 63, Series 65
Metairie, LA
FPL Capital Management, LLC
Michael George is a financial advisor at FPL Capital Management, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with FPL Capital Management since 1997. Outside of his advisory role, he serves as Vice President of W.J. George & Co. Inc., a consulting firm, and is a director at George Properties, LLC, a real estate development and management company. FPL Capital Management provides investment advisory services to individuals, high-net-worth clients, trusts, retirement plans, and business entities, using a passive, globally diversified investment approach based on Modern Portfolio Theory and long-term buy-and-hold principles.
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