Given Capital Management, LLC

Given Capital Management, LLC (CRD# 133975) is a financial advisory firm headquartered in Carmel, CA. They manage $37,172,793 in 100 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.


Financial Advisors at Given Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
Howard C. Given
CRD#: 2307489
200 Clocktower Place, Ste. E208, Carmel, CA 93923

Howard Given (CRD# 2307489) is an Investment Advisor Representative working at Given Capital Management, LLC in Carmel, CA and has over 25 years of experience in the finance industry.

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