A complete list of active advisors currently associated with Comprehensive Capital Management, Inc.
Warmer can help you find a great advisor at Comprehensive Capital Management, Inc. or one who fits your needs even better.
Comprehensive Capital Management, Inc. advises individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and other businesses, offering discretionary and non‑discretionary portfolio management, model portfolio programs, retirement plan consulting, third‑party manager selection, and financial planning. The firm delivers these services through a network of investment adviser representatives who work with client‑level investment policy statements and account‑specific objectives. The firm’s advisers use a mix of fundamental and technical methods — including charting, tactical overlays and explicit market‑timing strategies — and offer strategic and tactical model portfolios (including Vanguard ETF‑based models), options strategies, and active switching between mutual funds. Accounts can be managed on an ongoing discretionary or non‑discretionary basis and are reviewed periodically with rebalancing driven by model drift, market conditions, or client discussions. Compared with many peers, CCM manages about $77.5 million for roughly 2,334 clients served by eight advisers (more than 200 clients per adviser) and operates from multiple offices, a structure that is atypical for a firm of its size. The firm is affiliated with an in‑house broker‑dealer and insurance agency and discloses related conflicts of interest (including practices around 12b‑1 credits, margin, and commission arrangements) and has a history of regulatory disclosure events and subsequent remediation, including SEC settlements and independent compliance oversight.
To learn more about the advisors currently working at Comprehensive Capital Management, Inc., 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.
You can also browse Comprehensive Capital Management, Inc.'s office locations.
Name |
Location |
Years of experience |
|---|---|---|
Mars, PA
| 7
| |
Totowa, NJ
| 19
| |
Beaver, PA
| 50
| |
Mars, PA
| 18
| |
Beaver, PA
| 33
| |
Beaver, PA
| 27
| |
Lynbrook, NY
| 33
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)