Fletcher Capital Management
Fletcher Capital Management is an independent, full-service investment advisory firm in South Jordan, Utah, serving business owners and professional investors with integrated wealth management services including investment management, retirement planning, estate planning, and tax planning.
- Company typePrivate
- Founded-
- HeadquartersSouth Jordan, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Fletcher Capital Management does
Fletcher Capital Management (FCM) is an independent, full-service investment advisory firm based in South Jordan, Utah. The firm serves two primary client segments: business owners and professional/high-net-worth investors, providing an integrated suite of six core services: Investment Management, Asset Protection, Retirement Planning, Estate Planning, Insurance Analysis, and Tax Planning. FCM operates through direct advisory relationships, positioning itself on trust, competence, and personalized service rather than technology differentiation or scale.
The firm's underlying technology and platform infrastructure is minimal: its website is built on a basic Weebly template with no proprietary technology, app, API, or digital client engagement tools disclosed. FCM relies on third-party partners for operational backbone — Charles Schwab and Fidelity provide brokerage, custodial, and investment product platforms, while MY529 (Utah Educational Savings Plan) supports education savings offerings. There is no indication of in-house portfolio management algorithms, robo-advisory capabilities, or proprietary analytics.
FCM's revenue model is based on investment advisory and wealth management fees, likely structured around assets under management (AUM) or fee-for-service arrangements, consistent with the RIA industry standard. No pricing tiers or fee schedules are publicly disclosed. The firm operates within a single domestic geography (Utah) with 11-50 employees, no disclosed funding, no parent company, and no expansion signals. Customer acquisition relies on direct relationships and referrals rather than scaled marketing channels.
Fletcher Capital Management firmographics
Firmographics- Name
- Fletcher Capital Management
- Legal name
- Fletcher Capital Management
- Website
- https://fletchercapm.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Fletcher Capital Management is an independent, full-service investment advisory firm in South Jordan, Utah, serving business owners and professional investors with integrated wealth management services including investment management, retirement planning, estate planning, and tax planning.
- Ownership category
- akta.pro rank
Fletcher Capital Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
Keywords
Where Fletcher Capital Management is headquartered
LocationHeadquarters
- HQ city
- South Jordan
- HQ country
- United States
- HQ region
- North America
Markets served
Fletcher Capital Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others
Revenue model
- Investment Advisory and Wealth Management Fees: The firm generates revenue through investment advisory fees and wealth management services for high-net-worth individuals, business owners, and professional investors. As a full-service investment advisory firm, revenue is derived from advisory fees, likely based on assets under management (AUM) or fee-for-service arrangements.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels1 record
Fletcher Capital Management product offering
Product offeringCore offering
Fletcher Capital Management is an independent, full-service investment advisory firm that provides personalized wealth management services to business owners and professional investors. Its integrated offerings span Investment Management, Asset Protection, Retirement Planning, Estate Planning, Insurance Analysis, and Tax Planning, all delivered through direct advisory relationships supported by custodial partners such as Charles Schwab and Fidelity.
Product overview
Fletcher Capital Management (FCM) is an independent, full-service investment advisory firm offering a unified suite of wealth management services. The firm provides Investment Management, Asset Protection, Retirement Planning, Estate Planning Services, Complete Insurance Analysis, and Tax Planning as integrated service offerings for business owners and professional investors. These services work together to protect and enhance wealth, guide families, and strengthen and simplify financial management.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Management Professional investment management services for business owners and professional investors, focused on protecting and enhancing wealth through strategic portfolio management.
- Asset Protection Services designed to safeguard client assets from potential risks, including legal judgments, creditors, and market volatility.
- Retirement Planning Comprehensive retirement planning services to help clients prepare for and achieve financial security during retirement years.
- Estate Planning Services Services to help families structure and manage the transfer of wealth across generations, ensuring orderly asset distribution.
- Insurance Analysis Complete insurance analysis providing thorough evaluation of clients' insurance coverage and needs.
- Tax Planning Strategic tax planning services designed to help clients minimize tax liabilities and optimize after-tax wealth.
Companies that use Fletcher Capital Management
Customer profileSegments2 records
Ideal customer profiles2 records
Fletcher Capital Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Fletcher Capital Management partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered minor.
- Charles SchwabminorCharles Schwab has been a leader in financial services for more than three decades. Through advocacy and innovation, the company has worked to make investing more affordable, more accessible and more understandable to all. Schwab provides brokerage and custodial services that FCM may utilize for client accounts.
- FidelityminorFidelity has grown from roots as a small mutual fund company to become a leading provider of investment management, retirement planning, brokerage, and human resources and benefits outsourcing services. FCM may utilize Fidelity's investment products and platforms for client portfolios.
- MY529minorThe Utah Educational Savings Plan (MY529) is a simple, sound plan to stretch educational dollars and provide tax incentives. FCM may recommend MY529 to clients seeking education savings vehicles as part of comprehensive financial planning.
Recent moves3 records
Expansion highlights1 record
Fletcher Capital Management competitors and assessment
Company assessmentDirect peers
- Commonwealth Financial Network: Independent broker-dealer supporting RIAs serving HNW and business-owner clients; competes for the same advisor talent and end-client relationships FCM serves.
- Buckingham Wealth Partners: Independent RIA providing comprehensive planning and investment management to HNW individuals and business owners, with a similar service-suite approach.
- Edelman Financial Engines: Large independent RIA offering comprehensive investment management and financial planning to HNW individuals and business owners — same integrated-service competitive set.
- Carson Group: RIA and advisor-support platform serving HNW clients and business owners with holistic financial planning, investment, and tax services — directly comparable business model.
- Mariner Wealth Advisors: Independent RIA serving HNW families and business owners with integrated investment, tax, retirement, and estate services — directly comparable full-service model.
- Mercer Advisors: Independent RIA specializing in HNW and business-owner wealth management with integrated financial planning, tax, and estate services — closely mirrors FCM's offering.
- Hightower Advisors: Partnership RIA serving HNW clients and business owners with full wealth management services; comparable fee-only, advisor-led delivery model.
- Creative Planning: Large independent RIA offering comprehensive wealth management to business owners and HNW individuals — the closest scaled analog to FCM's full-service, fee-based model.
Broad incumbents
- Focus Financial Partners: Public RIA aggregator and partnership platform for independent wealth managers; broader-scale incumbent that competes for HNW business-owner relationships and consolidates firms like FCM.
- Charles Schwab (Advisor Services): Custodian and broad financial-services incumbent; provides infrastructure FCM uses but also competes via Schwab Wealth Advisory and other in-house advisory programs targeting the same HNW segment.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
Fletcher Capital Management social profiles
Digital presenceFletcher Capital Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Fletcher Capital Management leadership team
Management profileNumber of profiles
Fletcher Capital Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Fletcher Capital Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Fletcher Capital Management
What does Fletcher Capital Management do?
Fletcher Capital Management is an independent, full-service investment advisory firm that provides personalized wealth management services to business owners and professional investors. Its integrated offerings span Investment Management, Asset Protection, Retirement Planning, Estate Planning, Insurance Analysis, and Tax Planning, all delivered through direct advisory relationships supported by custodial partners such as Charles Schwab and Fidelity.
Is Fletcher Capital Management a public or private company?
Fletcher Capital Management is a private company. It is classified as unknown and is currently operating.
When was Fletcher Capital Management founded?
Fletcher Capital Management was founded in -1. It employs 11 to 50 people.
Where is Fletcher Capital Management based?
Fletcher Capital Management is headquartered in South Jordan, United States, in the North America region.
How does Fletcher Capital Management make money?
One revenue line is on record: investment Advisory and Wealth Management Fees.
Who are Fletcher Capital Management's main competitors?
Direct peers on record are Commonwealth Financial Network, Buckingham Wealth Partners, Edelman Financial Engines, Carson Group, Mariner Wealth Advisors, Mercer Advisors, Hightower Advisors and Creative Planning. Broad incumbents are Focus Financial Partners and Charles Schwab (Advisor Services).
Does Fletcher Capital Management have an API?
No public API is recorded for Fletcher Capital Management.
What industry is Fletcher Capital Management in?
Fletcher Capital Management's product category is Wealth Management. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 523940 and its SIC code is 6282.