Capital & Estate Management, Inc.
Firm details
- Headquarters
- Spring Hill, Florida
- CRD number
- 148504
- Registered since
- August 2, 2011
Firm profile
FINTRXOverview
Capital & Estate Management, Inc. is organized as a corporation with individual ownership. The firm is classified in the source data as "Unclassified," and the dataset does not include a description of its advisory services, client segments, or fee schedules. The firm is not indicated to be a multi-state adviser, a pension consultant, or a related adviser, and it does not identify as an active ESG investor. Available information is sparse: no public statements about investment strategy, target clients, or business lines were provided in the source data.
Assets & Accounts
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
Owners & executives
2 of 2John Umber
Chair, CEO, CCOCRD 1501471
Sylvia Worthem
CFOCRD 1558280
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Spring Hill, FL
Hernando
Location
Spring Hill, FL
Headquartered in Spring Hill, FL, in the South of the United States.
- Region
- South
- County
- Hernando
- Address
- 7143 Mariner Blvd
- Time zone
- ET (UTC-5)
- Office locations
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