BMH Capital Management LLC
Firm details
- Headquarters
- Miramar, Florida
- CRD number
- 310891
- Custodians
- INTERACTIVE BROKERS LLC, ANDBANC BROKERAGE, LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals46.93%
- HNWI39.33%
- Corporations / Businesses13.74%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
BMH Capital Management LLC is a small, owner-operated limited liability company focused on discretionary portfolio management for individuals, families and small businesses, with some institutional clients. The firm charges fees based on a percentage of assets under management and operates principally as a hands-on adviser rather than as a capital allocator or multi-manager sponsor. Advisory activity centers on direct portfolio management; BMH does not position itself as an ESG investor, pension consultant, or a multi-state advisory enterprise.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Public Funds/Mutual Funds12%
- Cash & Cash Equivalents8%
- Investment Grade Corp Bonds3%
- US Government Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Miramar, FL
Broward
Location
Miramar, FL
Headquartered in Miramar, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Broward
- Address
- 4931 Southwest Ave
- Time zone
- ET (UTC-5)
- Office locations
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