Pro Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Pro Capital LLC advises individual and high‑net‑worth clients as well as pension and business plans, providing discretionary portfolio management and non‑discretionary pension consulting. The firm reports managing about $64 million for roughly 85 client relationships and offers written investment policy statements and ongoing monitoring for client accounts.
The firm typically implements individualized investment plans, seeking discretionary authority to trade and producing quarterly custodian reports; its stated methods include charting analysis and a long‑term trading orientation with a primary emphasis on equities alongside mutual funds, ETFs, fixed income, and insurance products. It also uses third‑party tools to manage held‑away retirement participant accounts, linking client accounts to a platform for periodic rebalancing and review.
Distinctive features include an affiliated insurance agency and licensed insurance agents among the firm’s principals, a disclosed conflict of interest because those supervised persons may receive commissions on insurance and annuity sales. The firm also requires clients to use specified custodians/broker‑dealers (including Schwab and newer platforms such as Altruist and a 401(k)focused custodian) and reports it does not aggregate trades for multiple client accounts, practices that differ from many peers.
Client services
Expertise
Fee options
$0 - $999,999: 1.50% $1,000,000 - $2,000,000: 1.35% $2,000,001 - $5,000,000: 1.00% $5,000,001+: 0.75%
Advisors are licensed insurance agents and receive commissions from insurance product sales, but commissions are not firm's primary compensation.
Account minimum: $1,000,000 (may be waived at firm's discretion)
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 LLC
Shaylor Smith is a financial advisor with Pro Capital LLC in Southlake, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Pro Capital LLC in 2025, Smith worked at Osaic Wealth for three years and has served Bethesda Community Church for over a decade. Pro Capital LLC provides discretionary portfolio management and non-discretionary pension consulting to individual and high-net-worth clients, as well as pension and business plans. The firm manages approximately $64 million across 85 client relationships and employs a long-term trading approach with a primary focus on equities, mutual funds, ETFs, fixed income, and insurance products.
Cory P
Series 66
Southlake, TX
Pro Capital LLC
Cory Procter is a financial advisor with Pro Capital LLC in Southlake, TX, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Woodbury Financial and Kill Cliff. Outside of his advisory work, he engages in public speaking and coaching related to his athletic background, and serves on nonprofit boards focused on children’s and community initiatives. Pro Capital LLC advises individual and high-net-worth clients, as well as pension and business plans, offering discretionary portfolio management and pension consulting. The firm emphasizes individualized investment plans with a long-term trading approach centered on equities and utilizes several custodial platforms, including affiliated insurance services.
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