Best Investors Account Sign in
Employer firm

Factory Capital LLC CRD 341250

$103M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Factory Capital Llc

5431 W 104Th Street, Los Angeles, CA 90045 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-14
  • TX RA
    APPROVED
    Since 2026-08-14

Branch Locations

Missouri City, TX • United States

5431 W 104Th Street, Los Angeles, CA 90045 • United States

Life Line Wealth Management Llc

8447 Wilshire Boulevard Suite 200, Beverly Hills, CA 90211 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-09-01
LA RA APPROVED 2018-08-27
  • TX RA
    APPROVED
    Since 2021-09-01
  • LA RA
    APPROVED
    Since 2018-08-27

Branch Locations

24 Greenway Plaza Suite 1800, Houston, TX 77046 • United States

8447 Wilshire Boulevard Suite 200, Beverly Hills, CA 90211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
New Territory Advisors Houston TX 08/2015 06/2018
Life Line Wealth Management Houston TX 06/2018 07/2026
Factory Capital, Llc Los Angeles CA 07/2026 Present
  • 08/2015 → 06/2018
    New Territory Advisors
    Houston, TX
  • 06/2018 → 07/2026
    Life Line Wealth Management
    Houston, TX
  • 07/2026 → Present
    Los Angeles, CA
Other Businesses

Manager; LifeLine Torch Management LLC; Investment Related: YES; Location: 8447 Wilshire Blvd, Suite 200, Beverly Hills, CA 90211; Description of the business: Manager of special purpose investment vehicles; Responsibilities Duties: Manage investment activities of various SPVs; Start date with business: 2020-09-23; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 4; Percentage of total yearly compensation expected to be derived from the business: 1.

Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Missouri City, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor