AGMAN CAPITAL

RIASEC RegisteredEst. 2025
Total AUM
$140M
Discretionary
$140M
100% of AUM
Avg account
$35M
Accounts
4
Employees
3
Advisory reps
1

Firm details

Headquarters
OMAHA, Nebraska
CRD number
334799
Registered since
March 21, 2025
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Other95.15%
  • HNWI4.85%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Agman Capital is a small, SEC-registered investment adviser that provides portfolio management primarily to individuals and families, including small-business owners. The firm is organized as an LLC and registered with the SEC in 2025. Its compensation model combines a percentage-of-assets fee with performance-based fees. Advisory activity is focused on discretionary portfolio management rather than pension consulting or multi-state institutional mandates. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 96%, Cash & Cash Equivalents 4%96%
  • Exchange Traded Equities96%
  • Cash & Cash Equivalents4%

Owners & executives

1 of 1
  • Christopher Kauffman

    Founder & Chief Investment OfficerCRD 6825974

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

OMAHA, NE

DOUGLAS

Location

OMAHA, NE

Headquartered in OMAHA, NE, anchoring the Omaha-Council Bluffs-Fremont, NE-IA metro in the Midwest.

Metro area
Omaha-Council Bluffs-Fremont, NE-IA
Region
Midwest
County
DOUGLAS
Address
2819 S 125th Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth