RIA Intel›Advisers›Florida›PRIVATE CAPITAL MANAGEMENT, LLC

PRIVATE CAPITAL MANAGEMENT, LLC

Advisory

N·NAPLES, FL

Data as of Mar 26, 2026 · Source: SEC Form ADV

Total AUM

$1.4B

1-Year AUM Growth

+18.7%

3-Year CAGR

+15.3%

Employees

7

Assets Under Management

Total AUM$1.4B

Discretionary AUM$1.2B

Non-Discretionary AUM$210M

Discretionary %85.4%

Total Clients415

Team

Total Employees7

Investment Advisers21

Employee Growth (1Y)-22.2%

Filing History

Total Filings on Record23

First FilingSep 19, 2013

Latest FilingMar 26, 2026

🔒 Full AUM trend chart and 23 historical filings spanning 13+ 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 PRIVATE CAPITAL MANAGEMENT, LLC

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