At Capital Management, LLC, our goal is to simplify your financial life and protect your wealth for future generations. We believe that the best way to do that is by surrounding you with a team of professionals, working together in a coordinated effort to help you achieve your goals. We integrate all of your financial needs into a comprehensive wealth management plan. We provide expertise in the following areas: Asset allocation strategies built around your risk tolerance. Investment management based on your individual goals. Succession plans and exit strategies for your business or private investments. Insurance solutions that protect against risk. Estate plans to preserve your legacy.
| Website | http://www.capitalmgmtinc.com |
| Revenue | $2 million |
| Employees | 61 (46 on RocketReach) |
| Phone | +44 335681880 |
| Industry | Investment Management, Finance General, Finance |
| Web Rank | 12 Million |
| Keywords | Financial Consulting, Financial Planning, Investment Advisory, Wealth Management, Investment Management, Retirement Solutions, Retirement Planning, Estate Preservation, Estate Planning, Financial Security, Financial Advisory, Long-Term Investing, Portfolio Management, Legacy Planning, Asset Management, Chartered Financial Analyst, Wealth Preservation, Certified Financial Planner, Tax Planning, Insurance Planning |
| Competitors | BlackRock, Vanguard, Fidelity Investments, State Street Global Advisors, T. Rowe Price, Schwab Advisor Services, J.P. Morgan, GSAM STABLE VALUE, LLC, Morgan Stanley, BNY Mellon +35 more (view full list) |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies |
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Capital Management Questions
The Capital Management annual revenue was $2 million in 2026.
Jasleen Bains is the Chief Compliance Officer of Capital Management.
46 people are employed at Capital Management.
The NAICS codes for Capital Management are [523, 5239, 52, 52393].
The SIC codes for Capital Management are [62, 628].
Top Capital Management Employees
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Jasleen Bains
Chief Compliance Officer at Capital Management
Florida, United States42 -
William Morgan
President at Capital Management
Statesville, NC, US5+ -
Cheryl Thompson
Chief Operating Officer at Capital Management
San Mateo, CA, US11 -
Jeffrey Pereira
Chief Financial Officer at Capital Management
East Providence, RI, US4 -
Scott Hart
Managing Director, Global at Capital Management
Fort Collins, CO, US1 -
45+
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Michael Im
Partner at Capital Management
San Francisco, CA, US35+ -
Fernando Maddock
Partner at Capital Management
New York, NY, US13 -
Marco Peluso
Portfolio Manager at Capital Management
London, England, GB12 -
Kerry Stucky
Managing Director at Capital Management
Naperville, IL, US15
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