FLAGSHIP CAPITAL MANAGEMENT INC
SEC RegisteredIndependent Wealth Management Since 1990
About the firm
Flagship Capital Management is an independent wealth management firm that utilizes a team approach to provide understandable, prudent and unbiased financial solutions that foster lasting client relationships. Located just outside Philadelphia, in Media, Pa., Flagship serves individuals, corporations, municipalities and foundations.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management, investment portfolio management, investment advisory and consulting services to 401(K) plan sponsors and participants.
Who they serve
Individuals, corporations, municipalities, foundations, and 401(K) plan sponsors and participants.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 110 | $35M |
| High Net Worth Individuals | 63 | $165M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 0 | — |
| State/Municipal Entities | 3 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1 million | 1.00% |
| Next $4 million | 0.75% |
| Next $5 million | 0.75% |
| Over $10 million | 0.50% |
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FLAGSHIP CAPITAL MANAGEMENT INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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