FP
FP

Francis Peaschek

10 Years of Experience
San Antonio, TX
Broker

Francis Peaschek is a registered investment advisor at Capital Client Group, INC., based in San Antonio, TX, with 10 years of industry experience. Francis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
N/A
Firm Size
583 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

San Antonio, TX

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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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Employment History
Current Registrations
Capital Client Group, INC.
May 2025 - Present · 1 yr
Capital Client Group, INC.Broker
April 2025 - Present · 1 yr 1 mo
Capital Client Group, INC.
April 2025 - Present · 1 yr 1 mo
Previous Registrations
Pacific Select Distributors, LLCBroker
December 2021 - February 2025 · 3 yrs 2 mos
Global Atlantic Distributors, LLCBroker
February 2021 - December 2021 · 10 mos
Prudential Annuities Distributors, INCBroker
May 2014 - April 2020 · 5 yrs 11 mos
State Registrations1 state
TX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Francis Peaschek - Financial Advisor | TrueAdvisor