Beaver, PA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Comprehensive Capital Management, Inc.
Team
Firm-wide stats for Comprehensive Capital Management, Inc.
About
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.
Expertise
Location
1221 Third Street
Beaver PA 15009
Advisors at this office
3
Advisors at this office
David H
Series 63, Series 65
Beaver, PA
Comprehensive Capital Management, Inc.
David Hodge is a financial advisor with Comprehensive Capital Management, Inc., holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has been with Comprehensive Capital Management since 2010 and is also involved with Harper & Hodge, an investment advisory and brokerage business. Additionally, he serves as a volunteer board member for West AirComm Federal Credit Union. Comprehensive Capital Management, Inc. advises individuals, pension and profit-sharing plans, and businesses, providing portfolio management, retirement plan consulting, and financial planning services. The firm employs a mix of fundamental and technical investment methods, including tactical overlays and market-timing strategies, managing assets on both discretionary and non-discretionary bases.
Lori H
Series 63, Series 65
Beaver, PA
Comprehensive Capital Management, Inc.
Lori Hodge is a financial advisor at Comprehensive Capital Management, Inc. with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Comprehensive Capital Management since 2010. In addition to her advisory role, she is a partner and owner of a tax preparation firm, Lori A. Hodge, CPA & Assoc., PC. Comprehensive Capital Management, Inc. provides portfolio management, retirement plan consulting, and financial planning services to individuals, pension plans, and businesses. The firm employs a mix of fundamental and technical investment methods and offers both discretionary and non-discretionary account management.
Raymond H
Series 63
Beaver, PA
Comprehensive Capital Management, Inc.
Raymond Harper is a financial advisor with Comprehensive Capital Management, Inc. He holds a Series 63 designation and has 50 years of industry experience. Harper has worked at Comprehensive Capital Management since 2010 and has also been involved with Harper & Hodge since 2002. He serves as a board member of the Senior Citizens Caring Foundation in Beaver, Pennsylvania. Comprehensive Capital Management, Inc. provides portfolio management, retirement plan consulting, and financial planning services to individuals, pension and profit-sharing plans, and businesses. The firm employs a combination of fundamental and technical investment strategies, offering both discretionary and non-discretionary account management through a network of advisers.
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