Webb Capital Management

Webb Capital Management (CRD# 168692) is a financial advisory firm headquartered in Avon, IN. They manage $40,000,000 in 270 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    270
    ACCOUNTS
  • Average Account Value
    $148,148
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription 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.

CA, IN

Financial Advisors at Webb Capital Management
Showing 1 - 2 of 2 top financial advisors.
1
Bruce A. Ackermann
CRD#: 5226162
Menlo Park, CA
90
Wealthminder
score

Bruce Ackermann (CRD# 5226162) is an Investment Advisor Representative working at Webb Capital Management in Menlo Park, CA and has 1 year of experience in the finance industry.

2
David S. Webb
CRD#: 1643545
1153 S. Avon Ave., Avon, IN 46123
61
Wealthminder
score

David Webb (CRD# 1643545) is an Investment Advisor Representative working at Webb Capital Management in Avon, IN and has over 29 years of experience in the finance industry. David Webb 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.

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