A complete list of active advisors currently associated with Confidential Management Advisors, Inc.

Warmer can help you find a great advisor at Confidential Management Advisors, Inc. or one who fits your needs even better.

Confidential Management Advisors, Inc. provides investment supervisory and non‑supervisory services to individuals, trusts, estates, pension and profit‑sharing plans, and charitable organizations, and offers a proprietary Personal Resource Management (PRM) program including Executive Summary & Guidebook reports and strategic planning for corporate benefit plans. The firm reports managing roughly $161 million in discretionary client assets across about 69 client relationships. The firm’s investment process centers on its PRM approach, using detailed financial forecasting models to develop individualized asset allocation targets that combine passive and active management across major asset classes. It also employs a structured third‑party adviser selection and monitoring program—requiring multi‑year track records, performance ranking, and watch‑list monitoring—and generally expects investments to remain under management for a multi‑year horizon. Noteworthy in this brochure are the firm’s disclosed affiliations with an affiliated broker‑dealer and an affiliated insurance agency; persons providing advice are registered representatives and licensed insurance agents who may receive commission‑based compensation and 12b‑1 fees, a conflict the firm discloses. The brochure also highlights that the firm may receive compensation arrangements from selected third‑party advisers and routes some PRM services through corporate benefit programs, while stating clients are not contractually required to use affiliate services.

To learn more about the advisors currently working at Confidential Management Advisors, 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.