Private Capital Management

Private Capital Management (CRD# 169172) is a financial advisory firm headquartered in Naples, FL. They manage $902,000,000 in 344 accounts and serve the financial needs of clients across 37 states (or territories).

By the Numbers
  • Total Assets Under Management
    902
    MILLION
  • Total Number of Accounts
    344
    ACCOUNTS
  • Average Account Value
    $2,622,093
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WI

Financial Advisors at Private Capital Management
Showing 1 - 5 of 5 top financial advisors.
1
John P. Folz
CRD#: 2419796
8889 Pelican Bay Blvd., Suite 500, Naples, FL 34108
96
Wealthminder
score

John Folz (CRD# 2419796) is an Investment Advisor Representative working at Private Capital Management in Naples, FL and has over 22 years of experience in the finance industry.

2
Michael A. Feldman
CRD#: 2839983
8889 Pelican Bay Blvd., Suite 500, Naples, FL 34108
93
Wealthminder
score

Michael Feldman (CRD# 2839983) is an Investment Advisor Representative working at Private Capital Management in Naples, FL and has over 19 years of experience in the finance industry.

3
Jeffrey M. Fortier
CRD#: 3110593
8889 Pelican Bay Blvd., Suite 500, Naples, FL 34108
93
Wealthminder
score

Jeffrey Fortier (CRD# 3110593) is an Investment Advisor Representative working at Private Capital Management in Naples, FL and has over 18 years of experience in the finance industry.

4
Gregg J. Powers
CRD#: 1741585
8889 Pelican Bay Blvd., Suite 500, Naples, FL 34108
93
Wealthminder
score

Gregg Powers (CRD# 1741585) is an Investment Advisor Representative working at Private Capital Management in Naples, FL and has over 21 years of experience in the finance industry.

5
David A. Sissman
CRD#: 5778366
8889 Pelican Bay Blvd., Suite 500, Naples, FL 34108
93
Wealthminder
score

David Sissman (CRD# 5778366) is an Investment Advisor Representative working at Private Capital Management in Naples, FL and has over 6 years of experience in the finance industry.

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