AUMdb

Fletcher Capital Management, Llc

State-registered Wealth Manager · Boutique (under $100M) CRD 153360 · · www.facebook.com
☆ Save with Pro ADV data as of Feb 19, 2026
Regulatory AUM
$50.9M
Discretionary
$48.8M
Clients
202
Avg AUM / client
$252K
Accounts
202
Employees
1

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 163 $18.6M 36.5%
High net worth individuals 34 $30.6M 60.1%
Pension and profit sharing plans 5 $1.7M 3.4%

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Tylan Nyal Fletcher Registered representative Aug 2010 (16y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 02/19/2026 1.15 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Hourly charges
  • Fixed fees

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses
  • Pension consulting services

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports it does not have custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 19, 2026.

View current Form ADV (SEC/IAPD) ↗