Jacob Randall

FAMILY CAPITAL MANAGEMENT

Grand Rapids, MI 49503

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CRD#: 7100531

Professional summary

Jacob Randall, who also goes by Jake Randall, is a registered financial advisor currently at FAMILY CAPITAL MANAGEMENT located in Grand Rapids, Michigan.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jacob has worked at 1 firm and has passed the SIE exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jake Randall

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Randall's CRS (Customer Relationship Summary).

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®

None

Experience

Current

October 30, 2025 - Present

FAMILY CAPITAL MANAGEMENT

Office #1: 168 Louis Campau Promenade Nw, Suite 500, Grand Rapids, MI 49503

RIA

CRD#: 111230

Grand Rapids, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FAMILY CAPITAL MANAGEMENT

FAMILY CAPITAL MANAGEMENT | PAUL DAMON & ASSOCIATES, INC. | FAMILY WEALTH ADVISORS | FAMILY CAPITAL MANAGEMENT, INC.

CRD#: 111230 / SEC#: 801-110407

RIA

Registered Investment Advisory firm - (5/2/2017 Approved)

Michigan

Registered Investment Advisory firm - (5/31/2017 Terminated)

Ohio

Registered Investment Advisory firm - (5/17/2017 Terminated)

Texas

Registered Investment Advisory firm - (5/16/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Michigan
(10/30/2025)

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

General Industry/Product Exam

SIE

Date: 6/10/2021

Securities Industry Essentials Examination

Current Firm

FAMILY CAPITAL MANAGEMENT

FAMILY CAPITAL MANAGEMENT | PAUL DAMON & ASSOCIATES, INC. | FAMILY WEALTH ADVISORS | FAMILY CAPITAL MANAGEMENT, INC.

CRD#: 111230 / SEC#: 801-110407

RIA

Registered Investment Advisory firm - (5/2/2017 Approved)

Michigan

Registered Investment Advisory firm - (5/31/2017 Terminated)

Ohio

Registered Investment Advisory firm - (5/17/2017 Terminated)

Texas

Registered Investment Advisory firm - (5/16/2017 Terminated)

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Contact information

Main Address

168 Louis Campau Promenade Nw, Suite 500, Grand Rapids, MI 49503

Mailing Address

Phone number

(616) 774-4560

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FAMILY CAPITAL MANAGEMENT - ADV PART 2 DISCLOSURE BROCHURE (3/4/2026)

Regulatory assets under management

Total Number of Accounts	1,322
AUM (Assets Under Management)	$ 435,118,171

Red Flags

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.

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Jacob Randall

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Randall's CRS (Customer Relationship Summary).

Certified licenses

Experience

FAMILY CAPITAL MANAGEMENT

Primary Firm SEC Registration

FAMILY CAPITAL MANAGEMENT

State Registrations and Notice Filings

Exams

SIE

Date: 6/10/2021

Current Firm

FAMILY CAPITAL MANAGEMENT

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FAMILY CAPITAL MANAGEMENT

TRUST BUT VERIFY

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