Cayman Capital Management, Inc.

Cayman Capital Management, Inc. provides investment management and financial planning services to selected clients, with the brochure describing individuals, families, trusts, and closely held businesses as typical recipients of advice. The firm operates with a selective client model and reported no assets under management at startup, offering both ongoing portfolio management and project-based planning engagements.

The firm’s investment approach emphasizes modern portfolio theory, focusing on asset allocation and broad diversification using ETFs, mutual funds, separate account managers, equities, and bonds while generally excluding private or non‑public alternative investments. Management is provided on a non‑discretionary basis—clients must approve recommended trades—and the firm may recommend and administer third‑party managers as part of portfolio implementation.

Noteworthy details in the brochure include the firm’s affiliated insurance agency and the principal’s insurance licensing, which creates potential commission‑earning conflicts when insurance products are recommended alongside advisory services. The principal is also an IRS Enrolled Agent who can provide tax preparation and representation, and has been associated with a Commodity Trading Advisor entity (inactive); the firm’s active role in selecting and administering third‑party advisers is a more hands‑on adviser‑selection practice than many peers.