AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
CP

Cory Ryan Procter

PRO CAPITAL
SOUTHLAKE, TX
·CRD# 7053597·8 years experience

Professional Summary

Cory Ryan Procter, who also goes by Cory Procter, is a registered financial advisor currently at PRO CAPITAL LLC located in Southlake, Texas. Cory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Cory has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Cory Procter

Blog Corner

Similar Advisors

Robert Wesley Shannon
Robert Wesley Shannon

BRAZOS WEALTH ADVISORS LLC

FORT WORTH, TX · CRD#
View profile
GRAPEVINE, TX · CRD#
Sean Ryan Leonard
Sean Ryan Leonard

LPL FINANCIAL LLC

HURST, TX · CRD#
Robert Lee Hrnicek
Robert Lee Hrnicek

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Farmers Branch, TX · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Robert Wesley Shannon
Robert Wesley Shannon

BRAZOS WEALTH ADVISORS LLC

FORT WORTH, TX · CRD#
GRAPEVINE, TX · CRD#
Sean Ryan Leonard
Sean Ryan Leonard

LPL FINANCIAL LLC

HURST, TX · CRD#
Robert Lee Hrnicek
Robert Lee Hrnicek

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Farmers Branch, TX · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Robert Wesley Shannon
Robert Wesley Shannon

BRAZOS WEALTH ADVISORS LLC

FORT WORTH, TX · CRD#
GRAPEVINE, TX · CRD#
Sean Ryan Leonard
Sean Ryan Leonard

LPL FINANCIAL LLC

HURST, TX · CRD#
Robert Lee Hrnicek
Robert Lee Hrnicek

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Farmers Branch, TX · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Robert Wesley Shannon
Robert Wesley Shannon

BRAZOS WEALTH ADVISORS LLC

FORT WORTH, TX · CRD#
GRAPEVINE, TX · CRD#
Sean Ryan Leonard
Sean Ryan Leonard

LPL FINANCIAL LLC

HURST, TX · CRD#
Robert Lee Hrnicek
Robert Lee Hrnicek

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Farmers Branch, TX · CRD#

Years of Experience

8 years in the financial services industry

Current & Past Employments

PRO CAPITAL LLC·CRD# 334371
RIA
578 North Kimball Avenue Suite 120, Southlake, TX 76092
June 2, 2025 - Present
OSAIC WEALTH, INC.·CRD# 23131
RIA
Southlake, TX
January 19, 2024 - April 8, 2026
OSAIC WEALTH, INC.·CRD# 23131
BD
Southlake, TX
January 19, 2024 - April 8, 2026
WOODBURY FINANCIAL SERVICES, INC.·CRD# 421
RIA
Southlake, TX
February 19, 2019 - January 19, 2024
WOODBURY FINANCIAL SERVICES, INC.·CRD# 421
BD
Southlake, TX
January 22, 2019 - January 19, 2024

Similar Advisors

Robert Wesley Shannon
Robert Wesley Shannon

BRAZOS WEALTH ADVISORS LLC

FORT WORTH, TX · CRD#
GRAPEVINE, TX · CRD#
Sean Ryan Leonard
Sean Ryan Leonard

LPL FINANCIAL LLC

HURST, TX · CRD#
Robert Lee Hrnicek
Robert Lee Hrnicek

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Farmers Branch, TX · CRD#

Current Firm

PC
PRO CAPITAL LLC

PRO CAPITAL LLC | PRO CAPITAL, LLC | PRO CAPITAL WEALTH MANAGEMENT

CRD#: 334371
Texas
Registered Investment Advisory firm - Texas (6/2/2025 Approved)

Contact Information

Main Address

578 North Kimball Avenue Suite 120, Southlake, TX 76092

Phone Number

(817) 912-1223

# of Employees

3

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

124

AUM (Assets Under Management)

$64,000,000

Similar Advisors

Robert Wesley Shannon
Robert Wesley Shannon

BRAZOS WEALTH ADVISORS LLC

FORT WORTH, TX · CRD#
GRAPEVINE, TX · CRD#
Sean Ryan Leonard
Sean Ryan Leonard

LPL FINANCIAL LLC

HURST, TX · CRD#
Robert Lee Hrnicek
Robert Lee Hrnicek

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Farmers Branch, TX · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. CORYPROCTER.COM POSITION: Public Figure NATURE: This is a line of business that includes speaking engagements, appearances, coaching, and other activities relating to my athletic history. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 10/01/2016 ADDRESS: 2308 Trophy Club Drive, Trophy Club TX 76262, United States DESCRIPTION: Companies, churches, and organizations bring me in to speak about leadership, motivation, and teamwork as well as sign autographs. Football camps are included where I help coach and mentor young players. 2. PRO CAPITAL WEALTH MANAGEMENT POSITION: Sole member NATURE: Pro Cap Wealth Management is the DBA for business through Osaic Wealth. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/01/2019 ADDRESS: 2308 Trophy Club Drive, Trophy Club TX 76262, United States DESCRIPTION: DBA for my securities business through Osaic Wealth. I will be using this to solicit. 3. MAJESTY OUTDOORS POSITION: Board member NATURE: I serve on the board of this non profit that benefits fatherless children. I serve as a voting member. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2021 ADDRESS: 555 N Carancahua St ste 130, Corpus Christi TX 78401, United States DESCRIPTION: I participate as a board member and vote looking at potential donors, beneficiaries, etc. 4. PRO CAPITAL, LLC POSITION: Owner NATURE: Corporation for securities INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 160 START DATE: 12/01/2018 ADDRESS: 578 N Kimball Dr., Suite 120, Southlake TX 76092, United States DESCRIPTION: Owner/operator of accounting for securities industry 5. PRO CAPITAL INSURANCE AGENCY LLC POSITION: Principal NATURE: This business is purely for our insurance arm where we plan to provide options outside of the standard life, LTC, and DI. We want to include P&C and Medicare at some point as well. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/08/2024 ADDRESS: 578 N Kimball Ave, Suite 120, Southlake TX 76092, United States DESCRIPTION: Recruit insurance agents and write insurance business. 6. PRO CAPITAL CONSULTING, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/08/2024 ADDRESS: 578 N Kimball Ave, Suite 120, Southlake TX 76092, United States DESCRIPTION: Consulting and education services for overview financial pictures. 7. The Play It Forward Foundation POSITION: Board member NATURE: non-profit to help advise on path forward for children's ministry and athletics INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 ADDRESS: 295 Madison Avenue, 12th Fl., New York, NY 10017 DESCRIPTION: Board member of non-profit to help advise on the trajectory for children's ministry and athletics. 8. CMP Ventures LLC - Owner of investment entity that owns interest in some commercial land. 9. JW Procter Ranch, LLC - Mr. Procter is the agent of this entity which is a holding entity for his father's (Johhn Procter) land. This is owned by his father's (Johhn Procter) Revocable Living Trust where he (Johhn Procter) is the trustee.

Similar Advisors

Robert Wesley Shannon
Robert Wesley Shannon

BRAZOS WEALTH ADVISORS LLC

FORT WORTH, TX · CRD#
GRAPEVINE, TX · CRD#
Sean Ryan Leonard
Sean Ryan Leonard

LPL FINANCIAL LLC

HURST, TX · CRD#
Robert Lee Hrnicek
Robert Lee Hrnicek

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Farmers Branch, TX · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Texas
(6/2/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Feb 2019About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Jan 2019About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Nov 2018About the SIE exam

Similar Advisors

Robert Wesley Shannon
Robert Wesley Shannon

BRAZOS WEALTH ADVISORS LLC

FORT WORTH, TX · CRD#
GRAPEVINE, TX · CRD#
Sean Ryan Leonard
Sean Ryan Leonard

LPL FINANCIAL LLC

HURST, TX · CRD#
Robert Lee Hrnicek
Robert Lee Hrnicek

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Farmers Branch, TX · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Cory Ryan Procter's CRS (Customer Relationship Summary).

Similar Advisors

Robert Wesley Shannon
Robert Wesley Shannon

BRAZOS WEALTH ADVISORS LLC

FORT WORTH, TX · CRD#
GRAPEVINE, TX · CRD#
Sean Ryan Leonard
Sean Ryan Leonard

LPL FINANCIAL LLC

HURST, TX · CRD#
Robert Lee Hrnicek
Robert Lee Hrnicek

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Farmers Branch, TX · CRD#
CP
Follow Cory
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required