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FAMILY CAPITAL MANAGEMENT

GRAND RAPIDS, MI · CRD 111230 · IAPD ↗ · 616-774-4560

$435.1MRegulatory AUM
4Advisory reps
10Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2026 — FAMILY CAPITAL MANAGEMENT reported RAUM up 32% ($328.8M -> $435.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
February 2026 — FAMILY CAPITAL MANAGEMENT notice-filed in IN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
April 2025 — FAMILY CAPITAL MANAGEMENT now reports custody of client assets ($155.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
45
March 2025 — FAMILY CAPITAL MANAGEMENT notice-filed in OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.