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).
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Total Assets Under Management104MILLION
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Total Number of Accounts332ACCOUNTS
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Average Account Value$312,839
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
IL, WI
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.
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.
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.
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.
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.
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.
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.
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.