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FAMILY CAPITAL MANAGEMENT
Legal name: FAMILY CAPITAL MANAGEMENT, INC.
CRD 111230File 801-110407
APPROVED
Retail clients
Custody
Filing as of Mar 4, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$435.1M
Below cohort median (national)
Discretionary AUM
$435.1M
Clients
499
1,322 accounts
Employees
10
Above cohort median in MI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 2, 2017
- Principal office
- 168 LOUIS CAMPAU PROMENADE NW,, SUITE 500, GRAND RAPIDS, MI, 49503
- Phone
- 616-774-4560
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $435.1M
- Discretionary AUM
- $435.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,322
- Non-discretionary accounts
- 0
- Total accounts
- 1,322
- AUM per client
- $872K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $9.6M |
| Charitable organizations | 5 | $25.7M |
| High net worth individuals | 131 | $312.1M |
| Individuals (other than high net worth individuals) | 360 | $87.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — PERCENTAGE OF NET WORTH
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 9 | 10 | increased by1 |
| Apr 1, 2026 | Clients | 460 | 499 | increased by39 |
| Apr 1, 2026 | AUM | $328,788,229 | $435,118,171 | increased by$106,329,942 |
| Apr 1, 2026 | Accounts | 1,212 | 1,322 | increased by110 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 9 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 346 | 460 | increased by114 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $237,363,040 | $328,788,229 | increased by$91,425,189 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 901 | 1,212 | increased by311 |
| Apr 1, 2022 | Clients | 323 | 346 | increased by23 |
| Apr 1, 2022 | AUM | $214,799,724 | $237,363,040 | increased by$22,563,316 |
| Apr 1, 2022 | Accounts | 850 | 901 | increased by51 |
| Jun 1, 2021 | Disclosures | Yes | No | |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FAMILY CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FAMILY CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.