CAPITAL MANAGEMENT CONSULTANTS, INC.
Adviser information for CAPITAL MANAGEMENT CONSULTANTS, INC. last updated from Form ADV on June 23rd, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Illinois, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 6 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 248 | $84.1M |
| Non-Discretionary | 0 | $0 |
| Total | 248 | $84.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 68 | $11.2M |
| HNW Individuals | 40 | $71.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $1.6M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-31247 |
|---|---|
| SEC ERA File Number | 801-31247 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 19935 |
| Legal Entity Identifier | None |
Principal Office
10 MIDDLETREE LANEHAWTHORN WOODS
IL
United States
Monday - Friday, 9:00A.M. TO 5:00P.M.
Tel: 847-322-9144, Fax: None
Websites
Chief Compliance Officer
MARC DAVIS
PRESIDENT/CCO
10 MIDDLETREE LANE
HAWTHORN WOODS
IL
United States
Tel:
8473229144
M*****@*******************************T
(Full email address available in API data)
Industry Affiliates
| BUSINESS & PROFESSIONAL CONSULTANTS, LTD | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| STUMPF, ROBERT, NICHOLAS | Individual | – | TREASURER | 12/1994 | 25-50% |
| DAVIS, MARC, MICHAEL | Individual | – | PRESIDENT/CHIEF COMPLIANCE OFFICER | 02/2002 | 50-75% |