Overview
Assets Under Management: $84 million
High-Net-Worth Clients: 40
Average Client Assets: $1.8 million
Frequently Asked Questions
CAPITAL MANAGEMENT CONSULTANTS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #19935), CAPITAL MANAGEMENT CONSULTANTS, INC. is subject to fiduciary duty under federal law.
CAPITAL MANAGEMENT CONSULTANTS, INC. serves 40 high-net-worth clients according to their SEC filing dated June 23, 2023. View client details ↓
According to their SEC Form ADV, CAPITAL MANAGEMENT CONSULTANTS, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
CAPITAL MANAGEMENT CONSULTANTS, INC. manages $84 million in client assets according to their SEC filing dated June 23, 2023.
According to their SEC Form ADV, CAPITAL MANAGEMENT CONSULTANTS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 40
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.82%
Average Client Assets: $1.8 million
Total Client Accounts: 248
Discretionary Accounts: 248
Regulatory Filings
CRD Number: 19935
Filing ID: 1771234
Last Filing Date: 2023-06-23 16:13:00