A complete list of active advisors currently associated with Franklin Street Capital LLC

Warmer can help you find a great advisor at Franklin Street Capital LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Franklin Street Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.