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FPL CAPITAL MANAGEMENT, LLC

METAIRIE, LA · CRD 117499 · IAPD ↗ · 504-828-1969

$1.08BRegulatory AUM
3Advisory reps
5Employees
0Clients
251-500Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
February 2026 — FPL CAPITAL MANAGEMENT, LLC crossed $1B in regulatory AUM ($885.2M -> $1.08B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
64
February 2025 — FPL CAPITAL MANAGEMENT, LLC reported RAUM up 32% ($669.1M -> $885.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
76
February 2025 — FPL CAPITAL MANAGEMENT, LLC reports 251-500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
28
February 2024 — FPL CAPITAL MANAGEMENT, LLC changed its website from fplcapital.com to fplcm.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

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