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Lansing, MI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-01-20 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Family Capital Management | Grand Rapids | MI | 03/1999 | Present |
| American Portfolios Financial Services, Inc. | Grand Rapids | MI | 02/2010 | Present |
| Family Capital Management | Grand Rapids | MI | 08/2014 | 06/2022 |
| Stewardship Planning Partners | Grand Rapids | MI | 07/2023 | Present |
| 724 Capital, Llc | Grand Rapids | MI | 08/2024 | Present |
1.PAUL DAMON & ASSOCIATES, INC, RIA, FAMILY CAPITAL MANAGEMENT, 168 LOUIS CAMPAU PROMENADE, STE 520, GRAND RAPIDS, MI; WE DO COMPREHENSIVE FINANCIAL PLANNING AND ASSET MANAGEMENT FOR A FEE. THIS ACTIVITY REPRESENTS ABOUT 50% OF MY TIME. I AM THE OWNER AND PRESIDENT OF THE BUSINESS. THIS BUSINESS HAS BEEN IN OPERATION FOR 9 YEARS AND I SPEND ABOUT 30 HOURS PER WEEK DOING THIS. INSURANCE NOT THROUGH AIG FINANCIAL ADVISORS, WE DO SOME INSURANCE THRU INDEPENDENT AGENCIES FOR NON-SECURITIES RELATED INSURANCE SUCH AS TERM LIFE INSURANCE AND LONG TERM CARE INSURANCE. THIS ACTIVITY REPRESENTS A SMALL PART OF MY TIME AND A SMALL AMOUNT OF REVENUE. ESTATE PLANNING WE DO SOME CONSULTING WITH CLIENTS AS PART OF THE FINANCIAL PLANNING PROCESS TO HELP IDENTIFY ESTATE PLANNING ISSUES. WE NEVER DO ANY OF THE LEGAL DOCUMENTS OR PRACTISE LAW. 2. STRATEGIC STEWARDSHIP PARTNERS, FAMILY WEALTH COUNSELING, NOT SECURITIES RELATED, START DATE 2014, 100% OWNER, 40 HOURS PER MONTH, 20 HRS DURING TRADING HOURS, TOTAL COMPENSATION =30K
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 1981-08-07 |
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