Advisor at Capital Market Consultants, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Capital Market Consultants, Inc.
Location
Las Cruces, NM
Credentials
Series 63, Series 65
Industry experience
26 years
Barry Mendelson is a financial advisor at Capital Market Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Capital Market Consultants, LLC since 2002. Mendelson is based in De Pere, WI. Capital Market Advisors, LLC provides capital markets, investment management, and economic consulting primarily to financial intermediaries such as banks, trust departments, and wealth management firms. The firm employs proprietary analytical tools and quantitative methods to support manager research, asset allocation, and business consulting, focusing on institutional and intermediary clients rather than individual investors.
Based on Capital Market Consultants, Inc.
Based on Capital Market Consultants, Inc.
Flat fees usually quoted for investment manager research and business consulting services
Hourly charges reported in SEC Form ADV Part 1 but not specifically detailed in brochure
Minimum fee: Minimum annual fee paid quarterly in advance (amount not specified) Fee-only: Flat fees for investment manager research, business consulting, and economic consulting services, usually quoted per engagement or monthly/quarterly in advance
Las Cruces, NM
New Mexico · Wisconsin
Capital Market Advisors, LLC
2025 - Present (1 year)
Capital Market Consultants, LLC
2002 - Present (24 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65
Las Cruces, NM
Coalson Financial Services, LLC
Series 63, Series 65
Las Cruces, NM
Cratty & Swanson Advisors L.L.C.
Series 65
Las Cruces, NM
Westwind Capital
CFP®, Series 65
Las Cruces, NM
Westwind Capital
Series 63, Series 65
Las Cruces, NM
Westwind Capital
Series 66
Las Cruces, NM
Marshall Investment Management, LLC
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