Capital Management Partners, Inc.
Firm details
- Headquarters
- Fairfield, Iowa
- CRD number
- 21973
- Registered since
- April 18, 1988
- Website
- www.cmpadvisors.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3Paula Clark
Vice PresidentCRD 1664016
Steven Rubin
Chairman, DirectorCRD 1812223
Peter Ecob
ControllerCRD 4539865
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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