BD
BD

Brandon Charles Decapite

16 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
1,334 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:$50K
Minimum Annual Fee:$1,000
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Location

26041 Acero, Mission Viejo, CA, 92691

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Brandon works full-time as an assistant to Matthew S. Conner at EMC Financial Planning, Inc. He also spends about 10-20% of his time on tax preparation and bookkeeping through CD Partners DBA CDP and as an IRS Enrolled Agent, and minimal time as a minority owner of FMN Centerpointe West LLC, a commercial real estate venture.

Employment History
Current Registrations
Financial Management Network INC
January 2025 - Present · 1 yr 1 mo
Fmn Capital CorporationBroker
March 2010 - Present · 15 yrs 11 mos
Previous Registrations
Finance 500, INC.Broker
November 2007 - March 2008 · 4 mos
State Registrations10 states
AZCAFLIDILMANCORTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Brandon Charles Decapite - Financial Advisor | TrueAdvisor