Propulsion Capital Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$736,884
Clients
2
50% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
2
Very LowAverage account size
$368,442
About
Propulsion Capital Management LLC provides discretionary asset management to individuals, high‑net‑worth individuals, trusts, small businesses and estates. The firm was formed and registered in 2025, manages roughly $737,000 across two client accounts, and does not impose a required account minimum.
The firm’s investment process relies on fundamental analysis and asset allocation tailored to each client’s goals, time horizon and risk tolerance, and may use strategies that include options, margin and alternative investments where appropriate. Propulsion requires clients to custody assets at Schwab Advisor Services and operates with discretionary trading authority while allowing clients to impose written investment restrictions.
A notable departure from many solo independent advisers is that the firm’s principal discloses significant outside business activities, spending approximately 90% of his time in CFO roles at two other companies; the brochure notes this as a material conflict that is mitigated by after‑hours availability and by not granting the principal signatory authority over client accounts. The principal also holds the CFA designation, the firm does not vote client proxies (clients receive and vote their own proxies), and the combination of very small AUM and a two‑client base is likely to make its capacity and service model different from typical peers.
Client services
Portfolio management
Expertise
Wealth management
Fee options
$0 - $10,000,000: 1.00% $10,000,000 - $20,000,000: 0.90% $20,000,000 - $30,000,000: 0.80% $30,000,000+: 0.70%
Main office location
Propulsion Capital Management LLC
San Francisco CA, United States
Number of offices
1
Most active in
Propulsion Capital Management LLC has reported serving >5 clients in these states in the last 12 months.
California
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:
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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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