A complete list of active advisors currently associated with Pro Capital LLC
Warmer can help you find a great advisor at Pro Capital LLC or one who fits your needs even better.
Pro Capital LLC provides ongoing portfolio management and non‑discretionary pension consulting to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and business entities. The firm prepares a written Investment Policy Statement for each client and recommends portfolios composed mainly of equities, mutual funds, ETFs, fixed income and insurance products. The firm’s investment process emphasizes long‑term trading and includes the use of charting analysis alongside model allocations; client risk tolerance and time horizon are documented in each IPS and accounts are reviewed at least annually. Pro Capital typically seeks discretionary trading authority and delivers quarterly account reporting through custodians. Distinctive aspects include an affiliation with an insurance agency and in‑house licensed insurance agents, and registered‑representative relationships with a broker‑dealer that permit the sale of commissionable insurance and securities products — conflicts the firm discloses and records. The firm also directs clients to specific custodians (including Osaic Wealth, Charles Schwab, and The Standard), may receive soft‑dollar benefits, and does not aggregate trades across client accounts, practices that can affect execution and costs compared with many peers.
To learn more about the advisors currently working at Pro 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.
Name |
Location |
Years of experience |
|---|---|---|
Southlake, TX
| 7
| |
Southlake, TX
| 2
|
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