Capital Market Consultants, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
20
0% high-net worth
Total advisors
1
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
20
Average account size
$0
About
Capital Market Consultants, Inc. provides capital market, investment manager research, asset allocation and business consulting primarily to institutional and intermediary clients such as banks, trust departments, wealth management firms, investment management and consulting firms, and other financial institutions. The firm maintains a relatively small, specialized client roster and does not market services to retail individual investors.
CMC conducts customized manager searches, ongoing due diligence, and model-portfolio development using proprietary methods and quantitative tools to support open-architecture investment programs; clients retain discretion to implement recommended changes. The firm delivers research and monitoring through online due-diligence files and periodic review meetings to help institutional clients make portfolio and platform decisions.
Distinctive features include the sale of subscription economic commentaries and privately labeled periodicals to other advisers and bank trust departments, and an explicit focus on serving banks and other investment-adviser clients rather than individual or high-net-worth retail clients. CMC generally structures work as flat or project-based consulting engagements and does not provide discretionary retail portfolio management or custody, emphasizing advisory, research and platform development over traditional AUM-based asset management.
Client services
Expertise
Occupation focus
Fee options
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
Most active in
New Mexico · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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