R.M. DUNCAN CAPITAL MANAGEMENT CORPORATION

Overview

R.M. Duncan Capital Management Corporation is a small, fee-based advisory firm that focuses on discretionary portfolio management for individual clients, families and small businesses. The firm charges a percentage-of-assets fee and shows a clear tilt toward publicly traded equities as the primary building block of client portfolios. Filings indicate the firm does not position itself as an ESG-focused manager and is organized as an individually owned corporation. It maintains broker-dealer and law firm affiliations that appear to support its advisory and operational activities. Although not flagged as a multi-state registered adviser in the snapshot, the firm maintains multiple office locations across three states, suggesting a regional client footprint. The advisory mandate is concentrated on personalized portfolio management rather than institutional pension consulting or broad capital allocation across proprietary strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices