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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

FAMILY CAPITAL MANAGEMENT

FAMILY CAPITAL MANAGEMENT, INC., CRD 111230

GRAND RAPIDS, MI

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Search this name across graphsid dfx:ria:95dff94f-10e2-ea89-0ba9-3743871defab

Data as of Mar 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 6
On other graphs: 1
Observed: Mar 19, 2012 to Mar 4, 2026
23 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Family Officesidentity

Family Capital Management

Family office · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.92 fund_share=0.0 institutional_share=0.06 related_bd=false related_bank=false bd_reps=1.0
Regulatory AUM: $435MItem 5.F on the latest filing (2026-03-04); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $435M
Private client RAUM: $400MderivedItem 5.D individuals plus high net worth individuals
Private client share: 92%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $109Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 10
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,322
Individual clients: 360
High net worth clients: 131
Custody, client assets: $226M
SEC number: 801-110407
CRD: 111230
Filings on the tape: 23
First filed: Mar 19, 2012
Latest filed: Mar 4, 2026
Organised: Corporation, MI

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ANGELA DAWN BROOKS	Certified Financial Planner	GRAND RAPIDS, MI	11	12	n/a	no
KYLE ROBERT KELLEY	n/a	GRAND RAPIDS, MI	10	13	1	yes
JEFFERY WILLIAM GREENE	n/a	GRAND RAPIDS, MI	9	19	n/a	no
Jacob Randall	Certified Financial Planner	GRAND RAPIDS, MI	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BROOKS, ANGELA, DAWN	PRINCIPAL & WEALTH STRATEGIST	C	yes	07/2019	Mar 5, 2020	Sep 24, 2024
KELLEY, KYLE, ROBERT	PRESIDENT/CEO/CCO	D	yes	07/2019	Mar 5, 2020	Sep 24, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 10 of 12

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 4, 2026	$435M	$435M	10	4	0	n/a	n/a
2024	Mar 19, 2025	$329M	$329M	9	4	0	n/a	n/a
2023	Mar 6, 2024	$296M	$296M	9	5	0	n/a	n/a
2022	Feb 16, 2023	$251M	$251M	9	4	0	n/a	n/a
2021	Mar 30, 2022	$237M	$237M	8	4	0	n/a	n/a
2020	Mar 11, 2021	$215M	$215M	8	4	0	n/a	n/a
2019	Mar 5, 2020	$149M	$149M	8	4	0	n/a	n/a
2018	Jan 29, 2019	$124M	$124M	8	4	0	n/a	n/a
2017	Mar 26, 2018	$136M	$136M	10	4	0	n/a	n/a
2011	Mar 19, 2012	$59.6M	$59.6M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$435M	$329M	32.3%	$251M	20.2%	10	9	0	0

Relationships

Registered with (6)

← Jacob RandallAdvisorregistration: current employment
Oct 30, 2025 to presentfactForm ADV
← JEFFERY WILLIAM GREENEAdvisorregistration: current employment
Aug 29, 2017 to presentfactForm ADV
← KYLE ROBERT KELLEYAdvisorregistration: current employment
Jul 14, 2016 to presentfactForm ADV
← ANGELA DAWN BROOKSAdvisorregistration: current employment
Dec 11, 2014 to presentfactForm ADV
← PAUL JOHN DAMONAdvisorregistration: previous registration
Jun 25, 2010 to Jan 30, 2025factForm ADV
← DENNIS JAY DEKOKAdvisorregistration: previous registration
Jun 25, 2010 to Jun 20, 2018factForm ADV

Controls (2)

← KELLEY, KYLE, ROBERTOwnerPRESIDENT/CEO/CCO, ownership code D, individual
Mar 5, 2020 to Sep 24, 2024factForm ADV
← BROOKS, ANGELA, DAWNOwnerPRINCIPAL & WEALTH STRATEGIST, ownership code C, individual
Mar 5, 2020 to Sep 24, 2024factForm ADV

Dated events

Occurred
Mar 4, 2026
Regulatory AUM changed
Family Capital Management reported RAUM $435.1M, up 32% from $328.8M (2026-01-07 to 2026-03-04)
Form ADVobserved 4 days ago
$106M
Occurred
Jan 30, 2025
Advisor changed firm
Paul John Damon left Family Capital Management for 724 Capital, Llc (registered 2024-09-12)
Form ADVobserved 4 days ago
Occurred
Jul 3, 2023
Control person left
John Paul Damon (President/Ceo/Cco) no longer on Schedule A of Family Capital Management (listed 2023-02-16, absent 2023-07-03)
Form ADVobserved 4 days ago
Occurred
Mar 5, 2020
Control person joined
Robert Kyle Kelley (Vice President - Interactive Planning & Investment) appeared on Schedule A of Family Capital Management
Form ADVobserved 4 days ago
Occurred
Mar 5, 2020
Control person joined
Dawn Angela Brooks (Vice President - Business Development) appeared on Schedule A of Family Capital Management
Form ADVobserved 4 days ago
Occurred
Apr 6, 2017
First Form ADV filing
Family Capital Management filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:95dff94f-10e2-ea89-0ba9-3743871defab
First observed: Mar 19, 2012
Last observed: Mar 4, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

FAMILY CAPITAL MANAGEMENT

FAMILY CAPITAL MANAGEMENT, INC., CRD 111230

GRAND RAPIDS, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:95dff94f-10e2-ea89-0ba9-3743871defab

Data as of Mar 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:31 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ANGELA DAWN BROOKS

Certified Financial Planner

GRAND RAPIDS, MI

n/a

KYLE ROBERT KELLEY

n/a

GRAND RAPIDS, MI

yes

JEFFERY WILLIAM GREENE

n/a

GRAND RAPIDS, MI

n/a

Jacob Randall

Certified Financial Planner

GRAND RAPIDS, MI

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BROOKS, ANGELA, DAWN

PRINCIPAL & WEALTH STRATEGIST

yes

07/2019

Mar 5, 2020

Sep 24, 2024

KELLEY, KYLE, ROBERT

PRESIDENT/CEO/CCO

yes

07/2019

Mar 5, 2020

Sep 24, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 4, 2026

$435M

n/a

2024

Mar 19, 2025

$329M

n/a

2023

Mar 6, 2024

$296M

n/a

2022

Feb 16, 2023

$251M

n/a

2021

Mar 30, 2022

$237M

n/a

2020

Mar 11, 2021

$215M

n/a

2019

Mar 5, 2020

$149M

n/a

2018

Jan 29, 2019

$124M

n/a

2017

Mar 26, 2018

$136M

n/a

2011

Mar 19, 2012

$59.6M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$435M

$329M

32.3%

$251M

20.2%