Jeffery Greene
Family Capital Management · Grand Rapids, Michigan
Jeffery Greene is a fee-only financial advisor at Family Capital Management in Grand Rapids, Michigan. Family Capital Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Family Capital Management |
|---|---|
| Based in | Grand Rapids, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $435.1M across 1,322 accounts |
| SEC registration | Investment adviser representative in MI · CRD 6236468 |
| Exams passed | Series 65 (2017) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.familycapitalmgt.com |
How Jeffery's firm compares
- Family Capital Management's average account is about $329,000, from its Form ADV (assets managed divided by 1,322 accounts).
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Questions about Jeffery
Is Jeffery Greene a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffery holds no broker registration, and Family Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffery charge for financial advice?
Jeffery's firm, Family Capital Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Jeffery Greene based?
Jeffery Greene is based in Grand Rapids, Michigan.
Is Jeffery Greene registered with the SEC?
Yes. Jeffery Greene is registered as an investment adviser representative in MI (CRD 6236468), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Family Capital Management manage?
Family Capital Management reports $435.1M across 1,322 accounts in assets under management.
How do I contact Jeffery Greene?
Through Jeffery's website, www.familycapitalmgt.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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