A complete list of active advisors currently associated with Process Capital Management, LLC

Warmer can help you find a great advisor at Process Capital Management, LLC or one who fits your needs even better.

Process Capital Management is a small independent registered investment adviser that offers discretionary investment management, comprehensive wealth management, and financial planning to individuals, high‑net‑worth clients, trusts, estates and businesses. The firm typically implements these services through model portfolios and provides retirement‑account advice including rollovers and referrals to other specialists as needed. PCM’s investment process combines fundamental and technical analysis to construct portfolios primarily from individual stocks and bonds, supplemented by mutual funds, ETFs (including cryptocurrency ETFs) and options, with a generally long‑term orientation while permitting shorter‑term trades for rebalancing or tactical needs. Client assets are held at third‑party custodians (the firm commonly recommends a major custodian) and PCM does not take custody of client funds except for limited fee‑billing authority. Noteworthy features for a firm of this type and size include a multi‑person advisory team and several credentialed advisors (e.g., CFP and behavioral/portfolio designations), which departs from the more typical solo practitioner model among independent advisers. The brochure also discloses that the firm is newly registered and reports no assets under management to date, and that its principal maintains a separate insurance practice that may generate commission compensation, a potential conflict the firm discloses.

To learn more about the advisors currently working at Process Capital Management, 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
Mark Cope	Coppell, TX	4
Patrick Thuemmel	Coppell, TX	20

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