A complete list of active advisors currently associated with Capital Management Advisors LP

Warmer can help you find a great advisor at Capital Management Advisors LP or one who fits your needs even better.

Capital Management Advisors LP provides fiduciary investment consulting, portfolio management for separately managed accounts, financial planning, and comprehensive wealth management to individuals, families, retirement plans, trusts, charitable organizations, and other entities. The firm also serves pooled investment vehicle clients and acts as sponsor and investment manager of two private equity partnerships focused on energy investments. The firm pursues an institutional-style, long-term passive approach grounded in Modern Portfolio Theory and global asset-class diversification, using low-cost mutual funds and ETFs guided by a written Investment Policy Statement and periodic rebalancing. It supplements passive allocations with alternative investments (e.g., oil & gas partnerships, real estate, BDCs, managed futures) and, more recently, offers advisory services for physical precious metals and non-security assets on an assets-under-advisement basis. What distinguishes this firm from many peers is its role as a private fund sponsor and manager — including pooled vehicles that require accredited/qualified investors — where the general partner may receive carried interest and management fees if the funds perform. The firm’s advisory practice also combines traditional SMA wealth management with non-discretionary AUA consulting for real estate, business assets, and insurance solutions facilitated by a firm principal who is licensed to offer life insurance and fixed annuities.

To learn more about the advisors currently working at Capital Management Advisors LP, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.