Private Capital Management, Inc.

Private Capital Management, Inc. (CRD# 120634) is a financial advisory firm headquartered in Larkspur, CA. They manage $161,334,463 in 282 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    161
    MILLION
  • Total Number of Accounts
    282
    ACCOUNTS
  • Average Account Value
    $572,108
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • 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.

CA, FL

Financial Advisors at Private Capital Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
James H. Moore
CRD#: 4165738
Bradenton, FL

James Moore (CRD# 4165738) is an Investment Advisor Representative working at Private Capital Management, Inc. in Bradenton, FL and has over 21 years of experience in the finance industry. James Moore 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
Charles J. Ramos
CRD#: 1613649
100 Larkspur Landing Circle, Suite 112, Larkspur, CA 94939

Charles Joseph (Joe) Ramos (CRD# 1613649) is an Investment Advisor Representative at Private Capital Management, Inc. in Larkspur, CA and has over 27 years of experience in wealth management. Joe Ramos 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.

3
Summer E. Ramos
CRD#: 7302955
100 Larkspur Landing Circle, Suite 112, Larkspur, CA 94939

Summer Ramos (CRD# 7302955) is an Investment Advisor Representative working at Private Capital Management, Inc. in Larkspur, CA and has 1 year of experience in the finance industry.

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