Capital Management Consultants, Inc.

Capital Management Consultants, Inc. (CRD# 19935) is a financial advisory firm headquartered in Deerfield, IL. They manage $103,862,442 in 332 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    104
    MILLION
  • Total Number of Accounts
    332
    ACCOUNTS
  • Average Account Value
    $312,839
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

IL, WI

Financial Advisors at Capital Management Consultants, Inc.
Showing 1 - 8 of 8 top financial advisors.
1
John M. Andrich
CRD#: 1335646
155 N. Pfingsten Road, Suite 325, Deerfield, IL 60015

John Andrich (CRD# 1335646) is an Investment Advisor Representative working at Capital Management Consultants, Inc. in Deerfield, IL and has over 25 years of experience in the finance industry.

2
John W. Argo
CRD#: 1335761
155 N. Pfingsten Road, Suite 325, Deerfield, IL 60015

John Argo (CRD# 1335761) is an Investment Advisor Representative working at Capital Management Consultants, Inc. in Deerfield, IL and has 1 year of experience in the finance industry. John Argo 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.

3
Robert E. Clausen
CRD#: 4766361
155 N. Pfingsten Road, Suite 325, Deerfield, IL 60015

Robert Clausen (CRD# 4766361) is an Investment Advisor Representative working at Capital Management Consultants, Inc. in Deerfield, IL and has 1 year of experience in the finance industry.

4
Ann M. Davis
CRD#: 5994079
155 N. Pfingsten Road, Suite 325, Deerfield, IL 60015

Ann Davis (CRD# 5994079) is an Investment Advisor Representative working at Capital Management Consultants, Inc. in Deerfield, IL and has over 9 years of experience in the finance industry.

5
Marc M. Davis
CRD#: 2412125
155 N. Pfingsten Road, Suite 325, Deerfield, IL 60015

Marc Davis (CRD# 2412125) is an Investment Advisor Representative working at Capital Management Consultants, Inc. in Deerfield, IL and has over 27 years of experience in the finance industry.

6
Scott W. Ritchie
CRD#: 1722217
155 N. Pfingsten Road, Suite 325, Deerfield, IL 60015

Scott Ritchie (CRD# 1722217) is an Investment Advisor Representative working at Capital Management Consultants, Inc. in Deerfield, IL and has 1 year of experience in the finance industry. Scott Ritchie 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.

7
Stephen R. Smith
CRD#: 6713437
155 N. Pfingsten Road, Suite 325, Deerfield, IL 60015

Stephen Smith (CRD# 6713437) is an Investment Advisor Representative working at Capital Management Consultants, Inc. in Deerfield, IL and has over 4 years of experience in the finance industry.

8
Robert N. Stumpf
CRD#: 1335710
155 N. Pfingsten Road, Suite 325, Deerfield, IL 60015

Robert Stumpf (CRD# 1335710) is an Investment Advisor Representative working at Capital Management Consultants, Inc. in Deerfield, IL and has over 33 years of experience in the finance industry.

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