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CAPITAL MANAGEMENT CONSULTANTS
CAPITAL MANAGEMENT CONSULTANTS, INC.
CRD 19935 · SEC 801-31247
5 REVERE DRIVE, SUITE 200, NORTHBROOK, IL, 60062, United States
Phone
847-376-2747
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$76.2M
Discretionary AUM
$75.4M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $4.2M |
| High net worth individuals | 41 | $71.9M |
All web addresses on file
Official SEC filing: View on IAPD