Be advised. This firm is no longer registered.

Calvert Capital Management, LLC

Calvert Capital Management, LLC (CRD# 127806) is a financial advisory firm headquartered in Birmingham, AL. They manage $6,000,000 in 15 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Calvert Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
Richard H. Calvert
CRD#: 4506919
Birmingham, AL

Richard Calvert (CRD# 4506919) is an Investment Advisor Representative working at Calvert Capital Management, LLC in Birmingham, AL and has 1 year of experience in the finance industry.

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