Be advised. This firm is no longer registered.

Steve Finkel Capital Management, LLC

Steve Finkel Capital Management, LLC (CRD# 157896) is a financial advisory firm headquartered in Summerland, CA. They manage $4,000,000 in 5 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
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)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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 Steve Finkel Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
Steven J. Finkel
CRD#: 3015513
Summerland, CA

Steven Finkel (CRD# 3015513) is an Investment Advisor Representative working at Steve Finkel Capital Management, LLC in Summerland, CA and has over 20 years of experience in the finance industry.

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