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 - 4 of 4 top financial advisors.
1
David B. McNamee
CRD#: 3223069
6 B Washington Street, Suite 101, Sanford, ME 04073
96
Wealthminder
score

David McNamee (CRD# 3223069) is an Investment Advisor Representative working at Clm Capital Management LLC in Sanford, ME and has over 17 years of experience in the finance industry. David McNamee 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.

2
Raymond L. Bald
CRD#: 4994693
1 Hampton Road, Ste 306, Exeter, NH 03833
93
Wealthminder
score

Raymond Bald (CRD# 4994693) is an Investment Advisor Representative working at Clm Capital Management LLC in Exeter, NH and has over 9 years of experience in the finance industry.

3
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 17 years of experience in the finance industry.

4
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 11 years of experience in the finance industry.

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