CAPITAL MANAGEMENT CONSULTANTS

Overview

Capital Management Consultants is an independent registered investment adviser that focuses on fee-based portfolio management and financial planning for individuals and families. The firm operates as a capital allocator and combines discretionary portfolio management with selection of outside managers where appropriate. Its stated preference is for publicly traded equities as the primary return engine, supplemented by mutual funds and annuity products when clients require diversification, income solutions or insurance-based planning. The firm also acts as an insurance broker, which is a meaningful part of how it packages guaranteed-income and risk-transfer solutions for clients. Advisory services are aimed at individuals and small businesses; the team runs both managed accounts and relationships that involve referral or oversight of third-party managers. Investment activity emphasizes exchange-traded equities and separately managed account constructs, with manager selection used to access specialty exposures or alternatives that the in-house platform does not directly source.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices