Proactive Capital Management, Inc.

Proactive Capital Management, Inc. is a registered investment adviser founded in 2018, offering asset management, financial planning, and ERISA plan services. The firm provides discretionary asset management services based on individual investment goals, risk tolerance, and objectives. Financial planning services cover various topics such as estate planning, taxes, retirement income, and more. For ERISA plan services, the firm acts as a limited scope ERISA 3(21) fiduciary or an ERISA 3(38) Investment Manager. PCM typically requires a minimum account size of $250,000, which may be lowered or waived in certain instances. Fees for asset management are charged based on a tiered annual fee structure ranging from 0.75% to 1.50% of assets under management. Financial planning services have a fixed fee of up to $2,500. PCM does not receive performance-based fees and does not sponsor wrap fee programs. The firm does not receive external compensation for the sale of securities to clients. Clients have the option to terminate their account within five business days of signing the agreement with no penalty. The firm's investment strategy includes fundamental analysis, technical analysis, charting, and cyclical analysis. PCM emphasizes the importance of risk management and provides detailed information on various investment risks. The firm's supervised persons adhere to a Code of Ethics and are committed to acting in the best interest of clients. Kevin N. Tucker, CFP®, and Cory Mason McPherson, RICP®, are the supervised persons at the firm, each with extensive educational backgrounds and business experience in the financial industry.