# Flagship Capital Management Inc

> Flagship Capital Management Inc is an SEC-registered investment advisory firm in Media, PA, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 108354
- Filed as: FLAGSHIP CAPITAL MANAGEMENT INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Media, PA
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108354
- AdvisorCensus page: https://advisorcensus.com/firm/flagship-capital-management-inc-media-pa-108354

## Quick answers

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

**Where is Flagship Capital Management Inc located?**
Flagship Capital Management Inc's principal office is in Media, PA, according to its Form ADV.

**Is Flagship Capital Management Inc registered with the SEC or a state?**
Flagship Capital Management Inc is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 108354.

**How much does Flagship Capital Management Inc manage?**
Flagship Capital Management Inc reports $199,880,000 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**How have Flagship Capital Management Inc's assets and staff changed since 2021?**
In the Form ADV data for Flagship Capital Management Inc: Regulatory assets under management: $123,480,000 in the October 2021 data and $199,880,000 in the October 2026 data, up 62%. Total employees: 5 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Flagship Capital Management Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (110); high net worth individuals (63); charitable organizations (3).

**Which custodians does Flagship Capital Management Inc use?**
Flagship Capital Management Inc'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 Flagship Capital Management Inc 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/108354

**What changed in Flagship Capital Management Inc's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $179,500,000 to $199,880,000 (+11%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### 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: $199,880,000
- Discretionary: $199,880,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 110 | $35,165,000 |
| High net worth individuals | 63 | $164,580,000 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 3 | $135,000 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2019 (6 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- flagshipcap.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $123,480,000 | 5 | August 12, 2021 |
| October 2022 | $145,406,000 | 5 | March 8, 2022 |
| October 2023 | $146,160,000 | 4 | March 7, 2023 |
| October 2024 | $161,200,000 | 4 | March 22, 2024 |
| October 2025 | $179,500,000 | 4 | March 19, 2025 |
| October 2026 | $199,880,000 | 4 | March 25, 2026 |

Regulatory assets under management: $123,480,000 in the October 2021 data and $199,880,000 in the October 2026 data, up 62%.
Total employees: 5 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $179,500,000 to $199,880,000 (+11%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Flagship Capital Management Inc (CRD 108354): Form ADV filing data as of October 2026.