Capital Management Analytics
Capital Management Analytics (CRD# 130238) is a financial advisory firm headquartered in Lewis Center, OH. They manage $56,382,290 in 116 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Capital Management Analytics
By the Numbers
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Total Assets Under Management56MILLION
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Total Number of Accounts116ACCOUNTS
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Average Account Value$486,054
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NV, OH
Financial Advisors at Capital Management Analytics
1
Lee Kramer (CRD# 2668399) is an Investment Advisor Representative working at Capital Management Analytics in Powell, OH and has over 28 years of experience in the finance industry.
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