Capital Management Analytics
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$31,034,384
This total excludes 44 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
99
36% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
99
Very HighAverage account size
$313,479
About
Capital Management Analytics provides individualized, discretionary portfolio management and financial advisory services to individuals, high‑net‑worth families, trusts, businesses, and institutional clients, including pension and profit‑sharing plans. The firm also offers hourly consulting and other non‑securities advisory services alongside ongoing investment supervision.
The firm bases investment decisions on client suitability reviews that consider objectives, tax status, business assets, and risk tolerance, and it monitors and rebalances accounts on an ongoing discretionary basis. Portfolios may employ active strategies that include structured notes, options (including selling calls and puts), non‑investment‑grade bonds, and occasional margin trading; the firm indicates it may trade frequently for some accounts when appropriate.
What distinguishes the firm from many peers is its willingness to offer performance‑based fee arrangements as an alternative to standard asset‑based billing and to use derivatives and structured products within separately managed accounts. The firm also serves corporate and institutional clients (including pension/profit‑sharing plans) in addition to individual investors, and managed approximately $83.6 million in client assets as of January 1, 2026.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Concentrated stock management
Wealth management
Occupation focus
Founder/Business Owner
Fee options
$0 - $100,000: 1.50% $100,001 - $400,000: 1.25% $400,001+: 1.00%
Generally $325 per hour, billed in 30-minute increments, minimum $325 per calendar quarter (waivable/negotiable)
20.0% of annual appreciation for $250,000 to $1,000,000; 17.5% for $1,000,001 to $2,500,000; 15.0% for amounts > $2,500,000
Main office location
Capital Management Analytics
Powell OH, United States
Number of offices
1
Most active in
Capital Management Analytics has reported serving >5 clients in these states in the last 12 months.
Nevada · Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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
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