Capital Management Partners, Inc.

Broker-DealerFINRA MemberEst. 1988
Total AUM
—
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Fairfield, Iowa
CRD number
21973
Registered since
April 18, 1988

Firm profile

FINTRX

Overview

Capital Management Partners, Inc. is a privately owned corporation that has been registered with the SEC since 1988. The firm is listed as owner-operated (individual owner) and is classified in the dataset as "unclassified," with no indication that it functions as a capital allocator. The profile indicates the adviser is not a multi-state adviser, is not identified as an active ESG investor, and is not reported to provide pension consulting or to be a related adviser to another registered entity. The dataset provides very limited operational detail: business activities, advisory services, client types, and fee structure are not disclosed, and the firm has not supplied information about affiliations or industry activities. The publicly available snapshot does note the firm maintains two office locations, but no addresses or geographic footprint are provided. Because core elements of the firm’s investment approach, client segmentation, and product mix are absent from the available records, further due diligence will require reviewing the firm’s SEC filings (Form ADV) or direct outreach to the firm to clarify services offered, target clients, custody/clearing arrangements, and any use of alternative investments or family-office services.

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

Contacts

3 of 3
  • Paula Clark

    Vice PresidentCRD 1664016

  • Steven Rubin

    Chairman, DirectorCRD 1812223

  • Peter Ecob

    ControllerCRD 4539865

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Fairfield, IA

Jefferson

Location

Fairfield, IA

Headquartered in Fairfield, IA, in the Midwest of the United States.

Region
Midwest
County
Jefferson
Address
1100 N 4th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth