5C Capital Management, LLC

Asher Konigsberg is a financial advisor at 5C Capital Management, LLC with four years of industry experience. He holds a Series 65 designation and has been with 5C Capital Management since 2020. Prior to his advisory career, he worked at RSM Facility Solution and spent a decade in education at River Dell MS, River Dell HS, and SUNY at Binghamton. 5C Capital Management provides customized financial planning and investment management services for individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and corporate retirement plans. The firm acts as a fiduciary, offering portfolios built around client objectives, risk tolerance, and liquidity needs, using a combination of quantitative measures, fundamental and technical analysis, and tax-aware portfolio construction.

Michael Duvally is a financial advisor at 5C Capital Management, LLC with seven years of industry experience. He holds a Series 65 designation and has worked previously at 4Thought Financial Group Inc. and American Portfolios Financial Services Inc. before joining 5C Capital Management in 2021. 5C Capital Management provides customized financial planning and investment management services for individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and corporate retirement plans. The firm acts as a fiduciary and uses a disciplined investment process that incorporates quantitative measures, fundamental and technical analysis, manager due diligence, and tax-aware portfolio construction.

Craig Marson is a financial advisor at 5C Capital Management, LLC with 20 years of industry experience. He has been with 5C Capital Management since 2017 and previously worked at Clark Dodge Asset Management, LLC from 2013 to 2017. He holds a Series 65 designation. Outside of his advisory role, he formed a New Jersey LLC for consulting work, which is not actively engaged in soliciting business and requires minimal time commitment. 5C Capital Management provides customized financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and corporate retirement plans. The firm acts as a fiduciary, employing a disciplined investment process that includes quantitative measures, fundamental and technical analysis, and tax-aware portfolio construction.

Susan Hunter is a CFP® professional at 5C Capital Management, LLC with 19 years of industry experience. She previously worked at Clark Dodge Asset Management, LLC for six years. 5C Capital Management provides customized financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and corporate retirement plans. The firm employs a fiduciary approach with discretionary portfolio management, combining quantitative analysis, fundamental and technical research, and tax-aware portfolio construction.

Michael Sanders is a financial advisor with 24 years of industry experience, currently with 5C Capital Management, LLC. He holds Series 63 and Series 65 licenses and previously worked at Clark Dodge Asset Management LLC for seven years. Sanders serves as a trustee on the BYRAM HILLS School District Board of Education and owns Impact Consulting. 5C Capital Management provides customized financial planning and investment management services for individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and corporate retirement plans. The firm uses a fiduciary approach with discretionary portfolio management that incorporates quantitative measures, fundamental and technical analysis, and tax-aware construction.

Curtis Brooks is a financial advisor at 5C Capital Management, LLC with 39 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at USAA Financial Planning Services and USAA Financial Advisors Inc from 2011 to 2016. 5C Capital Management provides customized financial planning and investment management for individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and corporate retirement plans. The firm acts as a fiduciary, combining quantitative measures, fundamental and technical analysis, and tax-aware portfolio construction to build and monitor client portfolios.

Brandon Velez is a financial advisor at 5C Capital Management, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Better Mortgage Corporation, Rockit Solutions, Morgan Stanley, and JP Morgan Securities LLC. 5C Capital Management provides customized financial planning and investment management for individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and corporate retirement plans. The firm acts as a fiduciary, combining quantitative measures, fundamental and technical analysis, and tax-aware portfolio construction to build and manage portfolios aligned with clients’ objectives and risk tolerance.

Kevin Mccabe is a financial advisor at 5C Capital Management, LLC with 11 years of industry experience. He holds a Series 65 designation and worked previously at Clark Dodge Asset Management LLC from 2014 to 2017. 5C Capital Management provides customized financial planning and investment management services for individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and corporate retirement plans. The firm combines quantitative portfolio measures, fundamental and technical analysis, and tax-aware portfolio construction in its fiduciary investment approach.