Flight Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$42,463,461
Total clients
35
71% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
35
Average account size
$1,213,242
About
The firm provides discretionary investment advisory services to individuals, trusts, estates, corporations and other organizations, emphasizing personalized portfolio management and ongoing client communication. It documents client objectives with an Investment Policy Statement and annual reviews of investment objectives and risk tolerance.
The firm’s investment process is bottoms-up and company-specific, screening and evaluating thousands of companies on fundamentals and valuation and combining that work with technical signals, analyst coverage and macro considerations. Portfolio implementation blends long-term buy-and-hold allocations with tactical weighting and shorter-term trading, generally avoiding options and margin while sometimes using limited exposure to leveraged or inverse ETFs as temporary hedges for suitable clients.
What is distinctive for a firm of this scale is the emphasis on active, individual-security selection rather than primarily using pooled vehicles, plus a frequent, research-driven monitoring cadence and documented screening process. The firm also operates with a single qualified custodian requirement and relies on direct, continuous advisor-client interaction as its principal service model.
Client services
Portfolio management
Expertise
Active portfolio management
Concentrated stock management
Fee options
$0 - $200,000: 2.00% $200,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001+: Negotiable
Account minimum: $100,000 (negotiable) Fee-only: Annual advisory fees based on assets under management charged quarterly in advance using a breakpoint schedule
Main office location
Flight Capital Management, LLC
Queen Creek AZ, United States
Number of offices
1
Most active in
Flight Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
Arizona · Oregon · Texas · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")