A complete list of active advisors currently associated with Capital Management Analytics

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

Capital Management Analytics provides individualized, discretionary portfolio management and financial advisory services to individuals, high‑net‑worth families, trusts, businesses, and institutional clients, including pension and profit‑sharing plans. The firm also offers hourly consulting and other non‑securities advisory services alongside ongoing investment supervision. The firm bases investment decisions on client suitability reviews that consider objectives, tax status, business assets, and risk tolerance, and it monitors and rebalances accounts on an ongoing discretionary basis. Portfolios may employ active strategies that include structured notes, options (including selling calls and puts), non‑investment‑grade bonds, and occasional margin trading; the firm indicates it may trade frequently for some accounts when appropriate. What distinguishes the firm from many peers is its willingness to offer performance‑based fee arrangements as an alternative to standard asset‑based billing and to use derivatives and structured products within separately managed accounts. The firm also serves corporate and institutional clients (including pension/profit‑sharing plans) in addition to individual investors, and managed approximately $83.6 million in client assets as of January 1, 2026.

To learn more about the advisors currently working at Capital Management Analytics, 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.