DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Family Capital Management
Legal name Family Capital Management, Inc.
Latest filing Mar 4, 2026
First filing on the tape Mar 19, 2012 · 23 filings
SEC status approved since May 2, 2017
RAUM
$435M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
92%
$400M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$109M
derived; firm RAUM over IAPD count
Employees
10
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
23 filings and snapshots on the tape
RAUM$435M as of Mar 4, 2026
Mar 19, 2012$59.6M then
HNW client RAUM$312M as of Mar 4, 2026
Mar 26, 2018$63.2M then
State-registered IARs (5.B.3)4 as of Mar 4, 2026
Mar 19, 20120 then
Employees (5.A)10 as of Mar 4, 2026
Mar 26, 201810 then
Private funds: no history
RAUM +32% over the last fiscal year+20% a year over threeIARs 3 to 4
Practice profile
derived from the filing of Mar 4, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $109MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 123derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.4MderivedHNW RAUM over HNW clients
- Average account
- $329,136derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 5.9%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.5derivedItem 5.A over advisors
- Advisors per office
- 4.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +32%derivedbetween the last two annual amendments
- Advisor growth, one year
- +33%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +8.1%derived
- Compensation
- percentage of assets, otherreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisersreportedItem 5.G
- Custody
- $226M, 316 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$312M72%
- Individuals$87.7M20%
- Charitable organizations$25.7M5.9%
- Corporations and businesses$9.6M2.2%
- Individual clients
- 360reported
- HNW clients
- 131reported
- Pension plan clients
- n/areported
- Charitable clients
- 5reported
- Accounts
- 1,322reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $226M for 316 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.92 fund_share=0.0 institutional_share=0.06 related_bd=false related_bank=false bd_reps=1.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Angela Dawn BrooksCertified Financial Planner | Grand Rapids, Mi | Dec 11, 2014 | 12 y | 0 |
| Kyle Robert Kelley | Grand Rapids, Mi | Jul 14, 2016 | 13 y | 1 |
| Jeffery William Greene | Grand Rapids, Mi | Aug 29, 2017 | 19 y | 0 |
| Jacob RandallCertified Financial Planner | Grand Rapids, Mi | Oct 30, 2025 | 10 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- Paul John Damon to 724 Capital, LLCJan 30, 2025 · RIA to RIA
- Dennis Jay Dekok to Fcm FinancialJun 20, 2018 · Other
- Paul John Damon to Sagepoint Financial, Inc.Dec 31, 2006 · Other
Joined, latest
- Kyle Robert Kelley from American Portfolios Advisors, IncJul 14, 2016 · Other
- Paul John Damon from Sagepoint Financial, Inc.Jun 25, 2010 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Dawn Angela Brooks · Principal & Wealth Strategistcontrolsince 07/2019 · owns 25% to 50%
- Robert Kyle Kelley · President/Ceo/Ccocontrolsince 07/2019 · owns 50% to 75%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Grand Rapids, Mi · principal | 4 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 1,212 to 1,322Jan 7, 2026 to Mar 4, 2026
- Charity clients · 4 to 5Jan 7, 2026 to Mar 4, 2026
- Corporate clients · 2 to 3Jan 7, 2026 to Mar 4, 2026
- HNW clients · 123 to 131Jan 7, 2026 to Mar 4, 2026
- Individual clients · 331 to 360Jan 7, 2026 to Mar 4, 2026
- Assets in custody · $155M to $226MJan 7, 2026 to Mar 4, 2026
- Employees · 9 to 10Jan 7, 2026 to Mar 4, 2026
- State-registered IARs · 3 to 4Jan 7, 2026 to Mar 4, 2026
- Discretionary RAUM · $329M to $435MJan 7, 2026 to Mar 4, 2026
- HNW RAUM · $226M to $312MJan 7, 2026 to Mar 4, 2026
- Individual RAUM · $77.7M to $87.7MJan 7, 2026 to Mar 4, 2026
- RAUM · $329M to $435MJan 7, 2026 to Mar 4, 2026
- Financial planning clients · 0 to 0Mar 19, 2025 to Nov 13, 2025
- Accounts · 1,098 to 1,212Feb 9, 2025 to Mar 19, 2025
- Advisory employees · 5 to 4Feb 9, 2025 to Mar 19, 2025
- Charity clients · 5 to 4Feb 9, 2025 to Mar 19, 2025
- HNW clients · 122 to 123Feb 9, 2025 to Mar 19, 2025
- Individual clients · 291 to 331Feb 9, 2025 to Mar 19, 2025
- Assets in custody · unset to 155000000.0Feb 9, 2025 to Mar 19, 2025
- Custody of client assets · false to trueFeb 9, 2025 to Mar 19, 2025
- State-registered IARs · 4 to 3Feb 9, 2025 to Mar 19, 2025
- Discretionary RAUM · $296M to $329MFeb 9, 2025 to Mar 19, 2025
- HNW RAUM · $210M to $226MFeb 9, 2025 to Mar 19, 2025
- Individual RAUM · $60.9M to $77.7MFeb 9, 2025 to Mar 19, 2025
- RAUM · $296M to $329MFeb 9, 2025 to Mar 19, 2025
- Accounts · 1,005 to 1,098Jul 3, 2023 to Mar 6, 2024
- Advisory employees · 4 to 5Jul 3, 2023 to Mar 6, 2024
- Corporate clients · unset to 2.0Jul 3, 2023 to Mar 6, 2024
- HNW clients · 109 to 122Jul 3, 2023 to Mar 6, 2024
- Individual clients · 260 to 291Jul 3, 2023 to Mar 6, 2024
- Financial planning clients · 101-250 to 0Jul 3, 2023 to Mar 6, 2024
- Legal name · PAUL DAMON & ASSOCIATES, INC. to FAMILY CAPITAL MANAGEMENT, INC.Jul 3, 2023 to Mar 6, 2024
- Discretionary RAUM · $251M to $296MJul 3, 2023 to Mar 6, 2024
- HNW RAUM · $163M to $210MJul 3, 2023 to Mar 6, 2024
- Individual RAUM · $61.3M to $60.9MJul 3, 2023 to Mar 6, 2024
- RAUM · $251M to $296MJul 3, 2023 to Mar 6, 2024
- Accounts · 901 to 1,005Sep 22, 2022 to Feb 16, 2023
- Charity clients · unset to 5.0Sep 22, 2022 to Feb 16, 2023
- HNW clients · 101 to 109Sep 22, 2022 to Feb 16, 2023
- Individual clients · 245 to 260Sep 22, 2022 to Feb 16, 2023
Signals
6 dated events
- Family Capital Management reported RAUM $435.1M, up 32% from $328.8M (2026-01-07 to 2026-03-04)Mar 4, 2026 · RAUM change · derived
- Paul John Damon left Family Capital Management for 724 Capital, Llc (registered 2024-09-12)Jan 30, 2025 · Advisor changed firm · fact
- John Paul Damon (President/Ceo/Cco) no longer on Schedule A of Family Capital Management (listed 2023-02-16, absent 2023-07-03)Jul 3, 2023 · Control person left · inference
- Robert Kyle Kelley (Vice President - Interactive Planning & Investment) appeared on Schedule A of Family Capital ManagementMar 5, 2020 · Control person joined · fact
- Dawn Angela Brooks (Vice President - Business Development) appeared on Schedule A of Family Capital ManagementMar 5, 2020 · Control person joined · fact
- Family Capital Management filed its initial SEC registration (Form ADV)Apr 6, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Family Capital Management · Family Officesshared crd · office
How to reach
public business contact points only, each with its source
- Business email
- info@familycapitalmgt.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 616-774-4560reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 616-774-4568reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- linkedin.com/company/family-capital-management-pwpreportedpublic record, Form ADV, Sep 17, 2026
- Website
- FAMILYCAPITALMGT.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 616-774-4560reportedpublic record, Form ADV, Mar 4, 2026
- Contact form
- familycapitalmgt.com/contactreportedpublished by the firm, firm site, Sep 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $109Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026