Pro Capital Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$50,000,000
Clients
88
Advisors
2
of 3 employees
About
Pro Capital Wealth Management provides portfolio management, pension consulting for employee benefit plans, and financial planning to individuals, high‑net‑worth clients, pension and profit‑sharing plans, corporations, trusts, and similar entities. Its advisory relationships typically include the development of written investment policy statements and ongoing reviews of client portfolios.
The firm generally manages client accounts on a discretionary basis using model portfolios, tactical and strategic asset allocation, and a combination of charting and fundamental analysis, while pension consulting is delivered on a non‑discretionary basis. It relies on third‑party platforms for model implementation and for management of held‑away defined‑contribution participant accounts, and it uses industry planning software to produce tailored financial plans.
Distinctive features include an affiliation with an insurance agency and the fact that certain firm principals are licensed insurance agents who may receive commissions on insurance and annuity sales; the firm discloses this conflict and says it manages it through supervisory oversight and client disclosure. The firm’s use of a held‑away account platform and third‑party model providers — and the vendor relationships and sponsorships that accompany them — are also emphasized in its disclosures and subject to periodic review.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for financial planning services as stated above.
$0 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.35% $2,000,001 - $5,000,000: 1.00% $5,000,001+: 0.75%
Certain supervised persons are licensed insurance agents and receive commissions on insurance products sold to clients.
Account minimum: $1,000,000 Fee-only: Fixed annual financial planning fees range from $7,500 to $200,000, billed in equal monthly installments in advance. One-time or limited-scope plans may be charged a fixed fee below $7,500.
Main office
578 North Kimball Avenue, Suite 120
Southlake TX 76092
Advisors at this office
2
Most active in
Texas
Also doing business as
Pro Capital LLC · Pro Capital Wealth Management · Pro Capital, LLC
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
Advisors at this firm
Shaylor S
Series 66
Southlake, TX
Pro Capital Wealth Management
Shaylor Smith is a financial advisor at Pro Capital Wealth Management with two years of industry experience. He holds a Series 66 designation and previously worked at Osaic Wealth for three years. Prior to his advisory career, he was affiliated with Bethesda Community Church for 13 years. Pro Capital Wealth Management provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, corporations, trusts, and employee benefit plans. The firm typically manages accounts on a discretionary basis using model portfolios and asset allocation strategies, while pension consulting is offered on a non-discretionary basis.
Cory P
Series 66
Southlake, TX
Pro Capital Wealth Management
Cory Procter is a Series 66-licensed financial advisor with seven years of industry experience, currently serving at Pro Capital Wealth Management. His career includes roles at OSAIC and Woodbury Financial, and he maintains activities outside finance as a public speaker and coach focusing on leadership and teamwork, as well as board memberships for nonprofits supporting fatherless children and children’s ministry and athletics. Pro Capital Wealth Management provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, corporations, and various entities. The firm typically manages discretionary client accounts using model portfolios and a combination of tactical and strategic asset allocation, while pension consulting services are provided on a non-discretionary basis.
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