Pro Capital LLC

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Client assets under management

$64,000,000

Clients

22% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$752,941

About

Pro Capital LLC provides ongoing portfolio management and non‑discretionary pension consulting to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and business entities. The firm prepares a written Investment Policy Statement for each client and recommends portfolios composed mainly of equities, mutual funds, ETFs, fixed income and insurance products.

The firm’s investment process emphasizes long‑term trading and includes the use of charting analysis alongside model allocations; client risk tolerance and time horizon are documented in each IPS and accounts are reviewed at least annually. Pro Capital typically seeks discretionary trading authority and delivers quarterly account reporting through custodians.

Distinctive aspects include an affiliation with an insurance agency and in‑house licensed insurance agents, and registered‑representative relationships with a broker‑dealer that permit the sale of commissionable insurance and securities products — conflicts the firm discloses and records. The firm also directs clients to specific custodians (including Osaic Wealth, Charles Schwab, and The Standard), may receive soft‑dollar benefits, and does not aggregate trades across client accounts, practices that can affect execution and costs compared with many peers.

Client services

Portfolio management Pension consulting

Expertise

Annuities

Fee options

Percentage

$1,000,000 - $2,000,000: 1.35% $2,000,001 - $5,000,000: 1.00% $5,000,001+: 0.75%

Commissions

Advisers are registered representatives and insurance agents who accept commissions for sales of securities and insurance products; commissions are not the primary source of compensation and advisory fees are charged in addition to commissions.

Other

Account minimum: $1,000,000 (may be waived at firm's discretion)

Main office location

Pro Capital LLC

578 North Kimball Avenue, Suite 120

Southlake TX 76092, United States

Number of offices

Most active in

Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

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

Is not active or affiliated with:

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

Quick links

LinkedIn Facebook X YouTube 817-912-1223

Advisors at this firm

Shaylor S

Series 66

Southlake, TX

Pro Capital LLC

Shaylor Smith is a financial advisor at Pro Capital LLC with two years of industry experience. He holds the Series 66 designation and has worked at Osaic Wealth since 2023. Prior to his advisory roles, he was affiliated with Bethesda Community Church for 13 years. Pro Capital LLC provides portfolio management and non-discretionary pension consulting to individuals, pension and profit-sharing plans, and business entities. The firm’s investment approach includes long-term trading, charting analysis, and customized Investment Policy Statements, serving clients such as high-net-worth individuals with a focus on equities, mutual funds, ETFs, fixed income, and insurance products.

Annuities

Cory P

Series 66

Southlake, TX

Pro Capital LLC

Cory Procter is a financial advisor with Pro Capital LLC in Southlake, TX, holding a Series 66 designation and seven years of industry experience. Prior to joining Pro Capital, he worked at OSAIC and Woodbury Financial and also has experience with Kill Cliff. Outside of advising, he engages in public speaking and coaching related to his athletic background and serves on the boards of two nonprofits focused on children’s ministries and fatherless children. Pro Capital LLC provides portfolio management and pension consulting services to individuals, pension and profit-sharing plans, and business entities. The firm emphasizes long-term trading strategies, incorporates charting analysis, and prepares customized Investment Policy Statements for clients.

Annuities

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