Flagship Capital Management Inc

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Client assets under management

$199,745,000

Clients

173

36% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$1,154,595

About

Flagship Capital Management provides investment management and related advisory services to a mix of individual and institutional clients, including corporations, pension and profit-sharing plans, foundations, trusts, and endowments. Services include discretionary portfolio management, financial planning and cash-flow budgeting, and business and investment advisory support.

The firm manages separate client accounts held at third-party custodians and typically constructs portfolios of equities, fixed income, mutual funds, ETFs and cash, seeking both income and capital appreciation. Investment decisions draw on both fundamental and technical analysis—incorporating macroeconomic views and issuer-level financial review—and accounts are monitored and reviewed on a regular, team-based basis.

Notable features include a long-established, privately held structure with a single active owner and a small advisory team managing roughly $200 million in discretionary assets, a scale that is less common for firms of similar headcount. Flagship also offers self-directed retirement plan services and maintains an explicit proxy voting approach that generally withholds votes for certain long-tenured or older board members, a specific governance stance that differs from many peers.

Client services

Financial planning Portfolio management Selection of mutual funds

Expertise

Cash flow / budgeting

Fee options

Fixed

One-time setup fee of $2,500 or $40 per eligible participant for self-directed 401(k) plans

Percentage

$0 - $1,000,000: up to 1.0% $1,000,001 - $5,000,000: 1.0% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%

Other

Account minimum: $250,000

Main office location

Flagship Capital Management Inc

400 W State Street

Media PA 19063, United States

Number of offices

Most active in

New Jersey · Pennsylvania

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 610-565-9580

Advisors at this firm

Charles G

Series 65

Media, PA

Flagship Capital Management Inc

Charles Gubler is a financial advisor at Flagship Capital Management Inc with one year of industry experience. He holds a Series 65 designation and previously worked at SEI Investment Company and in educational roles at James Madison University and Luray High School. Flagship Capital Management provides investment management and financial planning services to individuals, corporations, pension and profit-sharing plans, foundations, trusts, and endowments. The firm uses a combination of fundamental and technical analysis alongside macroeconomic assessment to create individualized equity and fixed-income allocations, managing client relationships primarily on a discretionary basis.

Cash flow / budgeting

Thomas G

Series 63, Series 65

Media, PA

Flagship Capital Management Inc

Thomas Goldsmith is a financial advisor at Flagship Capital Management Inc with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Flagship Capital Management since 2013. Flagship Capital Management provides investment management and financial planning services to individuals, corporations, pension and profit-sharing plans, foundations, trusts, and endowments. The firm uses a combination of fundamental and technical analysis alongside macroeconomic assessment to create individualized equity and fixed-income allocations, managing client relationships primarily on a discretionary basis.

Cash flow / budgeting

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