Proactive Capital Management, Inc.
● SEC registered since 2023CRD 297791SEC# 801-128137Topeka, KS
Reg. AUM
$170.7M
Employees
3
Accounts
610
Location
Topeka, KS
Proactive Capital Management, Inc. assets under management
Proactive Capital Management, Inc. is a registered investment adviser overseen by the SEC based in Topeka, KS. The firm has been registered since 2023. It reports $170.7 million in regulatory assets under management and employs 3 people.
Proactive Capital Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cory Mason McPherson Control | President, Ceo & Chief Compliance Officer | Over 75% | 2022 |
Frequently asked questions
How much does Proactive Capital Management, Inc. manage?
Proactive Capital Management, Inc. reports $170.7 million in regulatory assets under management on its Form ADV.
How many employees does Proactive Capital Management, Inc. have?
Proactive Capital Management, Inc. reports 3 employees.
Where is Proactive Capital Management, Inc. located?
Proactive Capital Management, Inc. is based in Topeka, KS and has been SEC-registered since 2023.
Does Proactive Capital Management, Inc. disclose fund performance?
Proactive Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1414 SW Ashworth Place, Suite 200, Topeka, KS 66604 |
| Phone | 785-215-8080 |
| Fax | 785-271-8085 |
| Office hours | 8:30-5 |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$170.7M▲ 13%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$170.7Mregulatory AUM
Discretionary $145.5MNon-discretionary $25.2M