CRYSTAL CAPITAL MANAGEMENT CORPORATION

Overview

Crystal Capital Management Corporation is an independent registered investment adviser serving individual and family clients, with a core focus on equity-centric portfolios. The firm emphasizes exchange-traded equities and ETFs as its primary allocation toolset and provides financial planning and portfolio management for individuals and small businesses. Advisory services are delivered largely on a non-discretionary basis, meaning clients retain final trading authority while the firm advises and constructs portfolios. In addition to advisory work, Crystal Capital Management Corporation operates as an insurance broker and provides accounting-related services, which it integrates into client planning where relevant. The firm does not identify as an active ESG investor and is organized as a corporation with individual ownership.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices