Putman Capital Management, Inc.

RIASEC Registered

Total AUM

$15.9M

Discretionary

$2.5M

16% of AUM

Avg account

$418K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Torrance, California
CRD number: 135995
Website: putmanfinancialgroup.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI59.82%
Individuals38.12%
Corporations / Businesses1.78%
Charitable Organizations0.28%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Putman Capital Management, Inc. is an independent, privately owned registered investment adviser that serves both individual/family and institutional clients. The firm functions as a capital allocator and provides blended advisory services including financial planning, portfolio management for individuals and small businesses, selection of other advisers, and education through seminars or workshops. Its billing mixes percentage-of-assets, hourly, and fixed-fee arrangements. The firm does not identify as an active ESG investor and is not structured as a multi-state or newly formed adviser.