Propulsion Capital Management LLC

Propulsion Capital Management LLC provides discretionary asset management to individuals, high‑net‑worth individuals, trusts, small businesses and estates. The firm was formed and registered in 2025, manages roughly $737,000 across two client accounts, and does not impose a required account minimum.

The firm’s investment process relies on fundamental analysis and asset allocation tailored to each client’s goals, time horizon and risk tolerance, and may use strategies that include options, margin and alternative investments where appropriate. Propulsion requires clients to custody assets at Schwab Advisor Services and operates with discretionary trading authority while allowing clients to impose written investment restrictions.

A notable departure from many solo independent advisers is that the firm’s principal discloses significant outside business activities, spending approximately 90% of his time in CFO roles at two other companies; the brochure notes this as a material conflict that is mitigated by after‑hours availability and by not granting the principal signatory authority over client accounts. The principal also holds the CFA designation, the firm does not vote client proxies (clients receive and vote their own proxies), and the combination of very small AUM and a two‑client base is likely to make its capacity and service model different from typical peers.