MEMPHIS CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2006
Total AUM
$269M
Discretionary
$269M
100% of AUM
Avg account
$89.5M
Accounts
3
Employees
2
Advisory reps
3

Firm details

Headquarters
MEMPHIS, Tennessee
CRD number
134522
Registered since
August 25, 2006
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%

Firm profile

FINTRX

Overview

Memphis Capital Management, LLC is a privately owned SEC-registered investment adviser formed in 2006 and organized as an LLC. The firm serves primarily institutional clients and operates as a registered representative of a broker-dealer. Its reported fee arrangements include a percentage-of-AUM component and performance-based fees, along with other fee components. The firm is not designated as a multi-state adviser, is not identified as an active ESG investor, and does not report acting as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • JOEL BANES

    Chief Executive OfficerCRD 1279396

Contacts

2 of 2
  • Jacob Munsell

    AnalystCRD 6904915

  • KEVIN BENTLEY

    Director of ComplianceCRD 2968193

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

MEMPHIS, TN

SHELBY

Location

MEMPHIS, TN

Headquartered in MEMPHIS, TN, anchoring the Memphis-Forrest City, TN-MS-AR metro in the South.

Metro area
Memphis-Forrest City, TN-MS-AR
Region
South
County
SHELBY
Address
6410 Poplar Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth