Capital Risk
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Capital Risk Management is an independent, single-advisor investment advisory firm that provides non-discretionary portfolio management, consulting, and financial planning to institutional and high‑net‑worth clients. Its brochure lists target client types that include public and corporate pension funds, endowments and foundations, not‑for‑profits, insurance companies, banks and thrift institutions, sovereign wealth entities, other investment advisers, and corporate clients.
The firm describes an investment process built around risk‑focused portfolio design, asset‑allocation analysis, and qualitative manager due diligence, with particular attention to alternative assets (hedge funds, private equity, private credit, real assets) and asset‑liability analysis. It offers OCIO‑style, non‑discretionary chief investment officer support, scenario analysis, and tailored consulting engagements, and generally relies on institutional external managers rather than direct individual stock selection except by request.
Distinctive features compared with many solo independent advisers include an explicit practice serving a range of institutional and public‑sector clients (including sovereign wealth, municipal/government and insurance clients) and offering pension consulting, educational seminars/workshops, and published periodicals/newsletters. The brochure also notes leadership with prior public‑sector treasury and investment experience and, despite those institutional service offerings, the firm currently reports no assets under management.
Client services
Expertise
Occupation focus
Fee options
Fixed consulting fees typically range from $25,000 to $500,000.
$2,000,000 - $5,000,000: 1.0% annually $5,000,001 - $10,000,000: 0.5% annually $10,000,001 - $25,000,000: 0.4% annually $25,000,001 - $50,000,000: 0.3% annually $50,000,001 - $100,000,000: 0.2% annually $100,000,001+: Negotiable
Financial planning hourly rate $200; consulting hourly fees range from $200 to $800 per hour.
Account minimum: $2,000,000 Fee-only: Financial planning fees range from $600 to $5,000; hourly rate $200. Consulting fees range from $200 to $800 per hour; fixed consulting fees range from $25,000 to $500,000.
Main office
Carson CA
Advisors at this office
1
Most active in
California
Also doing business as
Capital Risk · Capital Risk Management LLC · Investment Consulting
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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