Be advised. This firm is no longer registered.

First Capital Management

First Capital Management (CRD# 130241) is a financial advisory firm headquartered in San Diego, CA. They manage $14,853,308 in 17 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
16776 Bernardo Center Drive, Suite 203, San Diego, CA 92128
http://www.403bplanschool.com
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $873,724
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at First Capital Management
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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