Capital Management Consultants, Inc.

Capital Management Consultants, Inc. (CRD# 19935) is a financial advisory firm headquartered in Deerfield, IL. They manage $112,135,191 in 390 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    112
    MILLION
  • Total Number of Accounts
    390
    ACCOUNTS
  • Average Account Value
    $287,526
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)
  • Market timing services
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 - 10 of 11 top financial advisors.
1
John M. Andrich
CRD#: 1335646
155 N. Pfingsten Road, Suite 325, Deerfield, IL 60015
93
Wealthminder
score

John Andrich (CRD# 1335646) is an Investment Advisor Representative working at Capital Management Consultants, Inc. in Deerfield, IL and has over 23 years of experience in the finance industry.

2
Joseph J. Busch
CRD#: 2813119
2002 Holian Drive, Spring Grove, IL 60081
93
Wealthminder
score

Joseph Busch (CRD# 2813119) is an Investment Advisor Representative working at Capital Management Consultants, Inc. in Spring Grove, IL and has over 21 years of experience in the finance industry.

3
Ann M. Davis
CRD#: 5994079
155 N. Pfingsten Road, Suite 325, Deerfield, IL 60015
93
Wealthminder
score

Ann Davis (CRD# 5994079) is an Investment Advisor Representative working at Capital Management Consultants, Inc. in Deerfield, IL and has over 6 years of experience in the finance industry.

4
Marc M. Davis
CRD#: 2412125
155 N. Pfingsten Road, Suite 325, Deerfield, IL 60015
93
Wealthminder
score

Marc Davis (CRD# 2412125) is an Investment Advisor Representative working at Capital Management Consultants, Inc. in Deerfield, IL and has over 24 years of experience in the finance industry.

5
Lawrence E. Gatz
CRD#: 6245962
117 W. Main Street, Cary, IL 60013
93
Wealthminder
score

Lawrence Gatz (CRD# 6245962) is an Investment Advisor Representative working at Capital Management Consultants, Inc. in Cary, IL and has over 6 years of experience in the finance industry.

6
Robert N. Stumpf
CRD#: 1335710
155 N. Pfingsten Road, Suite 325, Deerfield, IL 60015
93
Wealthminder
score

Robert Stumpf (CRD# 1335710) is an Investment Advisor Representative working at Capital Management Consultants, Inc. in Deerfield, IL and has over 31 years of experience in the finance industry.

7
John W. Argo
CRD#: 1335761
155 N. Pfingsten Road, Suite 325, Deerfield, IL 60015
90
Wealthminder
score

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.

8
Scott W. Ritchie
CRD#: 1722217
155 N. Pfingsten Road, Suite 325, Deerfield, IL 60015
90
Wealthminder
score

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.

9
Stephen R. Smith
CRD#: 6713437
155 N. Pfingsten Road, Suite 325, Deerfield, IL 60015
88
Wealthminder
score

Stephen Smith (CRD# 6713437) is an Investment Advisor Representative working at Capital Management Consultants, Inc. in Deerfield, IL and has 1 year of experience in the finance industry.

10
Robert E. Clausen
CRD#: 4766361
155 N. Pfingsten Road, Suite 325, Deerfield, IL 60015
87
Wealthminder
score

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.

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