French Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
French Capital Management provides discretionary and non‑discretionary investment management, consulting, and financial planning to institutional and retail clients, including pension plans, businesses, and government agencies worldwide. The firm offers its services through a variety of investment products and arrangements and supports retirement-plan clients with plan design, document preparation, and ongoing administration.
The firm’s investment approach emphasizes asset allocation and diversified, long‑term portfolios consistent with an efficient‑market view, with strategies across equities, fixed income, and alternatives including hedge funds, private equity, real estate, and cryptocurrency. French Capital conducts quarterly account reviews, can trade under a limited power of attorney for discretionary accounts, and also provides consulting and planning engagements billed hourly (up to $500/hour), flat, or fixed fee.
What is distinctive for this firm is its explicit pension consulting capability and willingness to serve as an ERISA fiduciary (including acting as a 3(38) investment manager or 3(21) independent fiduciary), which includes sharing certain fiduciary responsibilities for retirement plans. The brochure also notes the firm advises on a broad set of investments — including insurance products and alternative investments such as crypto — while describing itself as strictly fee‑only and not affiliated with insurance companies or accepting commissions.
Client services
Expertise
Occupation focus
Fee options
Consulting services may be charged on a negotiated flat or fixed-fee basis.
Consulting and financial planning fees up to $500 per hour; negotiable.
Account minimum: $100,000 Fee-only: Fee-only firm; fees are only paid by clients for services provided; no commissions or finder’s fees accepted.
Main office
13080 Silver Oak Drive
Jacksonville FL 32223
Advisors at this office
1
Most active in
Florida
Also doing business as
French Capital Management, LLC · French, Jason Ian
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Quick links
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