Firm profile

FAMILY CAPITAL MANAGEMENT

GRAND RAPIDS, MICRD 111230Latest ADV March 4, 2026

Family Capital Management is an SEC registered investment adviser organized as a corporation with a primary office location in Grand Rapids, MI. Its latest Form ADV filing, dated March 4, 2026, reports $435M in regulatory assets under management, 10 employees, and 1,322 accounts.

Assets Under Management
$435M
Employees
10
Offices
--
Total Clients
499
Primary office
GRAND RAPIDS, MI
168 LOUIS CAMPAU PROMENADE NW, SUITE 500, GRAND RAPIDS, MI, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOKyle R. Kelley
CCOKyle R. Kelley

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for individuals and small businesses
Selection of other advisers

Fee models offered

2 types reported
Asset based fees
Other fee arrangements
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 72.1% of total clients.
Top client categories% of clientsClients
1
Individuals
72.1%
360
2
HNWI
26.3%
131
3
Charitable
1.0%
5
4
Corporations
0.6%
3
Categories with <5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$435Mas of March 4, 2026
Discretionary100.0%
$435M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$435M
Total Accounts1,322
10Y AUM Change+$315M (+263.3%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees10
Clients per Employee50:1
10Y Employee Change+4 (+66.7%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.