3cm Capital Management, LLC

Overview

3cm Capital Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, offering core advisory services that include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars or workshops. In addition to investment advisory work, the firm operates as an insurance broker and uses a mix of fee arrangements — percentage of assets under management, hourly, fixed fees and other fee formats — depending on client needs. The firm is not positioned as an ESG-focused manager and does not report multi-state adviser status or pension consulting as part of its service mix.

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Public Holdings

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Location & Offices