CP
Cory R. Procter
PRO CAPITAL
SOUTHLAKE, TX 76092
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CRD#: 7053597
CP
Cory Ryan ProcterPRO CAPITAL
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
Aliases
Cory Procter
Other business activities
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.
CRS (Client Relationship Summary) - RIA
Click below to view Cory Ryan Procter's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 2, 2025 - Present
PRO CAPITAL LLC
Office #1: 578 North Kimball Avenue Suite 120, Southlake, TX 76092RIA
CRD#: 334371
SOUTHLAKE, TX
Past
January 19, 2024 - April 8, 2026
OSAIC WEALTH, INC.
RIA
CRD#: 23131
SOUTHLAKE, TX
Past
January 19, 2024 - April 8, 2026
OSAIC WEALTH, INC.
BD
CRD#: 23131
SOUTHLAKE, TX
Past
February 19, 2019 - January 19, 2024
WOODBURY FINANCIAL SERVICES, INC.
RIA
CRD#: 421
SOUTHLAKE, TX
Past
January 22, 2019 - January 19, 2024
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
SOUTHLAKE, TX
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.Highlighted states indicate IAR registrations
IAR
Texas(6/2/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/18/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
PC
PRO CAPITAL LLC
PRO CAPITAL LLC | PRO CAPITAL, LLC | PRO CAPITAL WEALTH MANAGEMENT
CRD#: 334371 / SEC#:
Texas
Registered Investment Advisory firm - (6/2/2025 Approved)Loading...
Contact information
Main Address
578 North Kimball Avenue Suite 120, Southlake, TX 76092
Mailing Address
Phone number
(817) 912-1223
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 124 |
| AUM (Assets Under Management) | $ 64,000,000 |
Red Flags
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