Advisor at Zimmer Capital Management LLC
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
Zimmer Capital Management LLC
Location
Bluffton, SC
Credentials
Series 65
Industry experience
4 years
Mitchell Zimmer is the sole advisor at Zimmer Capital Management LLC in Bluffton, SC, holding a Series 65 designation with four years of industry experience. He has prior work experience in the hospitality sector, including a role at Goldener Hirsch. Zimmer Capital Management LLC provides discretionary asset management and financial planning services to individual investors, trusts, estates, and business entities. The firm tailors portfolios to client goals and risk tolerance, employing both fundamental and technical analysis, and offers a range of strategies including option writing and margin trading.
Based on Zimmer Capital Management LLC
All Assets+: 0.50% annually (Passive Management) All Assets+: 1.00% annually (Active Management)
$50 per hour for financial planning
Bluffton, SC
South Carolina · Utah
Goldener Hirsch
2025 - Present (1 year)
Truffles Cafe
2025 - 2025 (1 year)
Riverhorse on Main
2023 - 2024 (1 year)
Goldener Hirsch
2022 - 2025 (3 years)
MacHaydn Theatre Company
2021 - 2021 (1 year)
Zimmer Capital Management LLC
2021 - Present (5 years)
Barrington Stage Theater Company
2021 - 2021 (1 year)
UnEMPLOYED
2020 - 2021 (1 year)
Belfair
2020 - 2020 (1 year)
UnEMPLOYED
2020 - 2020 (1 year)
OLIVE GARDEN
2020 - 2020 (1 year)
UnEMPLOYED
2019 - 2020 (1 year)
Red Lion Inn
2018 - 2019 (1 year)
Canyon Ranch
2018 - 2018 (1 year)
University Of Massachusetts Amherst
2017 - 2017 (1 year)
Barrington Stage Theater Company
2017 - 2017 (1 year)
Red Lion Inn
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
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