Franklin Street Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$47,834,171
Total clients
17
0% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
9
Average account size
$2,813,775
About
Franklin Street Capital provides discretionary investment management and related advisory services primarily to individual clients and retirement plans. The firm manages about $47.8 million for 17 clients with a two-advisor team and generally charges percentage-of-AUM fees while sometimes implementing portions of portfolios through unaffiliated independent managers.
The firm’s investment approach is based on fundamental analysis with a predominantly long-term orientation, constructing model portfolios that emphasize individual stocks and mutual funds but may also use ETFs, bonds, options, and independent managers as appropriate. Portfolios are customized to client objectives and risk tolerance, with the advisor exercising discretionary authority, ongoing monitoring, and periodic rebalancing.
Notably, despite stating it serves high-net-worth individuals, the firm’s current client roster does not include HNW clients, an uncommon profile for supported firms of this type. The Form ADV also discloses participation in an institutional custody platform that provides economic benefits to the advisor and that certain advisory personnel are licensed insurance professionals who may receive separate commission income, both of which are identified as potential conflicts of interest.
Client services
Expertise
Fee options
Up to 1.25% annually
Fee-only: Investment advisory fees up to 1.25% annually, fees may be negotiable
Main office location
Franklin Street Capital LLC
Huntsville AL, United States
Number of offices
1
Most active in
Alabama · Louisiana
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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