Putman Capital Management, Inc.

Putman Capital Management serves individual and family clients, including high-net-worth households, by offering asset management, comprehensive financial life planning with a tax focus, portfolio monitoring, RMD facilitation, and selection of sub‑advisers. The firm also conducts no‑charge financial education seminars and provides planning on topics such as tax, estate, retirement, business, and education planning.

The firm primarily manages client accounts on a non‑discretionary basis and contacts clients before making changes, while also retaining the ability to appoint a sub‑adviser for discretionary management of portions of accounts. Its investment process emphasizes asset allocation, diversification, and academic research (citing Ibbotson, Markowitz, and Fama‑French), uses a mix of mutual funds, ETFs, individual securities and other instruments, and relies on Charles Schwab for custody and trade execution.

Distinctive features in the brochure include a formal affiliation with an accounting practice co‑marketed as Putman Financial Group and a principal who holds CPA and CFP credentials and devotes substantial time to providing tax and accounting services, which the firm says creates a tax‑advantaged bias in its planning. The firm reports most assets managed non‑discretionarily (approximately $13.39 million non‑discretionary versus $2.49 million discretionary as of December 31, 2025), offers RMD oversight with separate tax planning through the affiliated accounting firm, and notes the principal is also licensed for insurance activities.