Family Capital Management

Kyle Kelley is a financial advisor at Family Capital Management with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Purshe Kaplan Sterling Investments and Osaic Wealth, Inc. Kyle also provides insurance advice tailored to client needs. Family Capital Management offers discretionary portfolio management and modular financial consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm combines fundamental and technical analysis with both long- and short-term trading, using a broad range of investment vehicles and providing wealth-planning advice across multiple areas.

Jacob Randall is a CFP® professional with six years of experience at Family Capital Management in Grand Rapids, MI. He has been with the firm since 2020, beginning his career directly after college. Family Capital Management provides discretionary portfolio management and modular financial consulting for individuals, trusts, estates, charitable organizations, and business entities. The firm integrates wealth-planning advice with investment management, using both fundamental and technical analysis to guide allocations across a range of asset types, while offering clients ongoing account monitoring and consolidated digital access to their financial information.

Jeffery Greene is a Series 65-licensed advisor with eight years of industry experience, currently serving at Family Capital Management in Grand Rapids, MI. He has worked at Family Capital Management since 2017 and also operates JW Greene & Associates LLC. Outside of his advisory work, he is president and a board member of God's Gift Foundation, a Michigan-based nonprofit supporting struggling ministries founded by his grandfather. Family Capital Management provides discretionary portfolio management and modular financial consulting for individuals, trusts, estates, charitable organizations, and business entities. The firm combines fundamental and technical analysis with a range of investment vehicles and offers wealth-planning advice alongside ongoing account monitoring and client access to a financial aggregation platform.

Angela Brooks is a CFP®-certified financial advisor with 11 years of industry experience, currently serving at Family Capital Management in Grand Rapids, MI. She has worked at Family Capital Management since 2014, with a period at American Portfolios Financial Services, Inc. from 2014 to 2024. Outside of her advisory role, she is also an independent insurance agent. Family Capital Management provides discretionary portfolio management and modular financial consulting for individuals, trusts, estates, charitable organizations, and business entities. The firm integrates wealth-planning advice with investment management and uses a mix of fundamental and technical analysis across a range of investment vehicles, monitoring accounts continuously to adjust for market and client changes.