CAIM LLC
Firm details
- Headquarters
- LONGBOAT KEY, Florida
- CRD number
- 144946
- Registered since
- March 6, 2017
- Website
- caimllc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- Other72.66%
- HNWI27.34%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Caim LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2017. The firm serves individual and family clients with financial planning and portfolio management for individuals and small businesses. Its fee model includes a percentage-of-AUM component plus other fee arrangements. Caim identifies itself as an active ESG investor and operates from a single office, focusing on direct advisory relationships rather than acting as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities92%
- Cash & Cash Equivalents6%
- US Government Bonds1%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Contacts
1 of 1CATHERINE MANISCALCO AVERY
PresidentCRD 1427402
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$524K in ETFs
100%
$524K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES ESG OPTIMIZED MSCI USA ETF (SUSA) | BlackRock | Passive | Large Blend | $329K | 2,493 | 62.91% |
Location
LONGBOAT KEY, FL
MANATEE
Location
LONGBOAT KEY, FL
Headquartered in LONGBOAT KEY, FL, anchoring the North Port-Sarasota, FL metro in the South.
- Metro area
- North Port-Sarasota, FL
- Region
- South
- County
- MANATEE
- Address
- 595 Bay Isles Rd
- Time zone
- ET (UTC-5)
- Office locations
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