Momentum Capital Management
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About
Momentum Capital Management is a fee-only registered investment adviser that offers wealth management and project-based financial planning for individuals, trusts, and business clients. The firm provides discretionary portfolio management and may recommend non-traded registered investments, non-listed private credit, private equity, REITs and other private investments where appropriate.
The firm’s investment process combines modern portfolio theory with fundamental, technical and cyclical analysis and uses both passive and active vehicles; it may employ options, leveraged ETFs and cryptocurrency-related ETFs on a tactical basis when aligned with a client’s objectives. Private and non-traded investments are evaluated on sponsor track record, fee structure, liquidity and valuation methodology, and are only recommended to clients who meet applicable accredited/qualified purchaser standards and state suitability requirements.
Momentum Capital Management is a small, recently registered adviser operating with a two-person advisory team and reported no assets under management at the time of registration, a profile that distinguishes it from larger peers. The firm delivers one-time project planning engagements in addition to ongoing management, does not accept commission-based compensation, and uses an institutional custodian platform with block-trading practices to execute client trades.
Client services
Expertise
Occupation focus
Fee options
$0 - $999,999: 1.25% annually $1,000,000 - $4,999,999: 1.00% annually $5,000,000+: 0.80% annually
Hourly rate of $200/hr for Project-Based Financial Planning, non-negotiable.
Fee-only: Wealth Management and Project-Based Financial Planning fees paid solely by clients with no commissions or other sales-related compensation.
Main office
See office10775 Double R Blvd., Suite 122
Reno NV 89521
Advisors at this office
1
Offices (2)
Most active in
Nevada · Utah
Also doing business as
Cvs Capital, LLC · Momentum Capital Management
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
Quick links
Advisors at this firm
Curtis S
Series 65
Lehi, UT
Momentum Capital Management
Curtis Shaffer is a financial advisor with Momentum Capital Management in Lehi, Utah, holding a Series 65 designation and having approximately three years of industry experience. His prior roles include positions at Institute For Wealth Management LLC, CLS Capital Inc., and Strategic Financial Solutions. Momentum Capital Management is a fee-only registered investment adviser providing wealth management and project-based financial planning for individuals, trusts, and business clients. The firm employs a combination of modern portfolio theory and fundamental, technical, and cyclical analysis, offering both passive and active investment options, including private and non-traded investments for qualified clients.
Creg S
Series 65
Reno, NV
Momentum Capital Management
Creg Shaffer is a financial advisor at Momentum Capital Management with 15 years of industry experience. He holds a Series 65 designation and has held roles at The Institute for Wealth Management and Concert Wealth Management, among others. Outside of advisory work, he is president and CEO of Foresee Analytics, Inc., a management consulting and computer systems implementation firm. Momentum Capital Management is a fee-only registered investment adviser serving individuals, trusts, and business clients with wealth management and project-based financial planning. The firm employs a combination of modern portfolio theory and various analytical approaches, offering discretionary portfolio management as well as private and non-traded investment recommendations when appropriate.
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