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CAPITAL MARKET STRATEGIES LLC

Advisory

N·PALM BEACH GARDENS, FL

Data as of Mar 31, 2025 · Source: SEC Form ADV

Total AUM

$267M

1-Year AUM Growth

+17.1%

3-Year CAGR

+8.4%

Employees

4

Assets Under Management

Total AUM$267M

Discretionary AUM$266M

Non-Discretionary AUM$597K

Discretionary %99.8%

Total Clients143

Team

Total Employees4

Investment Advisers5

Employee Growth (1Y)—

Filing History

Total Filings on Record36

First FilingFeb 16, 2017

Latest FilingMar 31, 2025

🔒 Full AUM trend chart and 36 historical filings spanning 8+ 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 MARKET STRATEGIES LLC

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