# Family Capital Management

> Family Capital Management is an SEC-registered investment advisory firm in Grand Rapids, MI, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 4, 2026.

- CRD: 111230
- Filed as: FAMILY CAPITAL MANAGEMENT
- Legal name: Family Capital Management, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Grand Rapids, MI
- Filing period: October 2026
- Form ADV filing dated: March 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/111230
- AdvisorCensus page: https://advisorcensus.com/firm/family-capital-management-grand-rapids-mi-111230

## Quick answers

**How is Family Capital Management compensated?**
On its Form ADV (Item 5.E, October 2026), Family Capital Management reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Family Capital Management located?**
Family Capital Management's principal office is in Grand Rapids, MI, according to its Form ADV.

**Is Family Capital Management registered with the SEC or a state?**
Family Capital Management is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 111230.

**How much does Family Capital Management manage?**
Family Capital Management reports $435,118,171 in regulatory assets under management in its Form ADV filing dated March 4, 2026 (100% discretionary).

**How have Family Capital Management's assets and staff changed since 2021?**
In the Form ADV data for Family Capital Management: Regulatory assets under management: $214,799,724 in the October 2021 data and $435,118,171 in the October 2026 data, up 103%. Total employees: 8 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Family Capital Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (360); high net worth individuals (131); charitable organizations (5).

**Which custodians does Family Capital Management use?**
Family Capital Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Family Capital Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/111230

**What changed in Family Capital Management's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $328,788,229 to $435,118,171 (+32%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $435,118,171
- Discretionary: $435,118,171
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 360 | $87,680,808 |
| High net worth individuals | 131 | $312,088,029 |
| Charitable organizations | 5 | $25,745,361 |
| Corporations or other businesses not listed above | 3 | $9,603,973 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 10 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IN, MI, NC, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- familycapitalmgt.com
- Facebook @FamilyCapitalManagement
- LinkedIn @family-capital-management-pwp

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $214,799,724 | 8 | May 17, 2021 |
| October 2022 | $237,363,040 | 8 | September 22, 2022 |
| October 2023 | $250,812,421 | 9 | July 3, 2023 |
| October 2024 | $295,878,716 | 9 | September 24, 2024 |
| October 2025 | $328,788,229 | 9 | March 19, 2025 |
| October 2026 | $435,118,171 | 10 | March 4, 2026 |

Regulatory assets under management: $214,799,724 in the October 2021 data and $435,118,171 in the October 2026 data, up 103%.
Total employees: 8 in October 2021 and 10 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $328,788,229 to $435,118,171 (+32%).

### February 2026
- Registered or notice-filed in IN.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Family Capital Management (CRD 111230): Form ADV filing data as of October 2026.