Be advised. This firm is no longer registered.

Clm Capital Management LLC

Clm Capital Management LLC (CRD# 114835) is a financial advisory firm headquartered in Sanford, ME. They manage $36,161,206 in 192 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    192
    ACCOUNTS
  • Average Account Value
    $188,340
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
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.

ME, NH

Financial Advisors at Clm Capital Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Alice W. Ferran
CRD#: 3187784
305 Lafayette Center, P.o. Box 328, Kennebunk, ME 04043
93
Wealthminder
score

Alice Ferran (CRD# 3187784) is an Investment Advisor Representative working at Clm Capital Management LLC in Kennebunk, ME and has over 19 years of experience in the finance industry.

2
Karen J. Searle
CRD#: 4970327
305 Lafayette Center, P.o. Box 328, Kennebunk, ME 04043
93
Wealthminder
score

Karen Searle (CRD# 4970327) is an Investment Advisor Representative working at Clm Capital Management LLC in Kennebunk, ME and has over 12 years of experience in the finance industry.

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