French Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
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
Portfolio management
Pension consulting
Expertise
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Founder/Business Owner
Executive
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 location
French Capital Management, LLC
13080 Silver Oak Drive
Jacksonville FL 32223, United States
Number of offices
1
Most active in
French Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
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
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