Capital Management Analytics

Capital Management Analytics (CRD# 130238) is a financial advisory firm headquartered in Lewis Center, OH. They manage $29,417,848 in 127 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    127
    ACCOUNTS
  • Average Account Value
    $231,637
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
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.

NV, OH

Financial Advisors at Capital Management Analytics
Showing 1 - 1 of 1 top financial advisors.
1
Lee A. Kramer
CRD#: 2668399
Powell, OH
93
Wealthminder
score

Lee Kramer (CRD# 2668399) is an Investment Advisor Representative working at Capital Management Analytics in Powell, OH and has over 21 years of experience in the finance industry.

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