RIA Intel›Advisers›California›PUTMAN CAPITAL MANAGEMENT, INC.

PUTMAN CAPITAL MANAGEMENT, INC.

Advisory

TORRANCE, CA

Data as of Aug 5, 2026 · Source: SEC Form ADV

Rank in CA

#4,421

of 5,480 advisers by AUM

Average account

$418K

across 38 accounts

AUM per adviser

$8M

2 advisers

Source: SEC Form ADV. Figures as filed Aug 5, 2026.

Total AUM

$16M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$16M

Discretionary AUM$2M

Non-Discretionary AUM$13M

Discretionary %15.7%

Total Clients22

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

22 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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