Franklin Street Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Franklin Street Capital provides discretionary investment management and related advisory services primarily to individual clients and retirement plans. The firm manages about $47.8 million for 17 clients with a two-advisor team and generally charges percentage-of-AUM fees while sometimes implementing portions of portfolios through unaffiliated independent managers.
The firm’s investment approach is based on fundamental analysis with a predominantly long-term orientation, constructing model portfolios that emphasize individual stocks and mutual funds but may also use ETFs, bonds, options, and independent managers as appropriate. Portfolios are customized to client objectives and risk tolerance, with the advisor exercising discretionary authority, ongoing monitoring, and periodic rebalancing.
Notably, despite stating it serves high-net-worth individuals, the firm’s current client roster does not include HNW clients, an uncommon profile for supported firms of this type. The Form ADV also discloses participation in an institutional custody platform that provides economic benefits to the advisor and that certain advisory personnel are licensed insurance professionals who may receive separate commission income, both of which are identified as potential conflicts of interest.
Client services
Expertise
Fee options
Up to 1.25% annually
Fee-only: Investment advisory fees up to 1.25% annually, fees may be negotiable
Main office
Huntsville AL
Advisors at this office
2
Most active in
Alabama · Louisiana
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.
Forms ADV
Advisors at this firm
Jay H
Series 63, Series 65
Huntsville, AL
Franklin Street Capital LLC
Jay Hoyle is a financial advisor at Franklin Street Capital LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Outside of his advisory role, he serves as secretary and treasurer of the Shelby King Foundation. Franklin Street Capital LLC provides discretionary investment management and advisory services to individual clients and retirement plans, managing approximately $51 million across about 15 client relationships. The firm emphasizes customized portfolios with a focus on individual-stock strategies and applies fundamental analysis with a generally long-term orientation.
Kimberly C
Series 63, Series 66
Huntsville, AL
Franklin Street Capital LLC
Kimberly Coplan is a financial advisor at Franklin Street Capital LLC with 27 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she is involved as a consultant in cosmetics sales with Mary Kay. Franklin Street Capital LLC provides discretionary investment management and advisory services to individual clients and retirement plans, managing approximately $50.95 million across about 15 client relationships. The firm emphasizes customized model portfolios with a focus on individual-stock strategies and combines fundamental analysis with a primarily long-term investment approach.
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