RIA Intel›Advisers›CAPITAL MANAGEMENT CONSULTANTS, INC.

CAPITAL MANAGEMENT CONSULTANTS, INC.

Advisory

N·

Data as of Jun 23, 2023 · Source: SEC Form ADV

Total AUM

$84M

1-Year AUM Growth

-16.4%

3-Year CAGR

-6.8%

Employees

6

Assets Under Management

Total AUM$84M

Discretionary AUM$84M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees6

Investment Advisers6

Employee Growth (1Y)—

Filing History

Total Filings on Record36

First FilingMar 30, 2001

Latest FilingJun 23, 2023

Full AUM trend chart and 36 historical filings spanning 22+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CAPITAL MANAGEMENT CONSULTANTS, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.