Frantzen Capital Management, Inc. (Tampa)

Name: Frantzen Capital Management, Inc.
Address: 302 Knights Run Avenue, Tampa, FL, 33602
Telephone: 813-223-6400

Frantzen Capital Management, Inc. is an adviser based in Tampa. It manages $24.17 million of regulatory assets for 99 client accounts. It has been registered with the SEC as an adviser since 2006.

Frantzen Capital Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Frantzen Capital Management: assets under management

The assets under management (AUM) of Frantzen Capital Management, Inc. is $24.17 million. The firm's AUM has gone down by -10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $23.12 million in discretionary accounts and $1.05 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $243.4 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $261.74 thousand.

Frantzen Capital Management has custody of $3.15 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Frantzen Capital Management, Inc. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Frantzen Capital Management, Inc.

Frantzen Capital Management, Inc. is owned by Jill Marie Schmidt. Henry Arthur Frantzen has been acting as President since 1 Jun 2004. Michael Monroe Via joined the executive team most recently as the President & Senior Portfolio Manager.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Eric Patrick Frantzen	Ceo & senior portfolio manager	1 Sep 2002	Other	3096959
Jill Marie Schmidt	Owner	1 Jan 2003	Other	4832738
Julie Louise Frantzen	Owner	1 Jan 2003	Other	4832748
Blair John Frantzen	Managing director & senior portfolio manager	1 Sep 2003	Other	2166722
Henry Arthur Frantzen	Chairman	1 Jun 2004	Other	1694688
Michael Monroe Via	President & senior portfolio manager	1 Jul 2004	Other	722636

Based in Tampa

The principal office where Frantzen Capital Management, Inc. performs its advisory services is located at 302 Knights Run Avenue, Tampa, FL 33602, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 813-223-6400 or by fax 813-223-6409. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.frantzencapital.com.