Capital Management Associates LLC

Capital Management Associates LLC (CRD# 153337) is a financial advisory firm headquartered in Issaquah, WA. They manage $19,326,318 in 105 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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 Capital Management Associates LLC
Showing 1 - 1 of 1 top financial advisors.
James D. Richardson
CRD#: 2087351
Issaquah, WA

James Richardson (CRD# 2087351) is an Investment Advisor Representative working at Capital Management Associates LLC in Issaquah, WA and has over 26 years of experience in the finance industry. James Richardson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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