Neumann Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$630,287,808
Total clients
191
67% high-net worth
Total advisors
3
of 4 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
64
Average account size
$3,299,936
About
Neumann Capital Management is a fee-only wealth management firm that manages roughly $630 million for about 191 clients, providing portfolio management and financial planning services to individuals, high-net-worth individuals, trusts, and charitable organizations. It offers two primary programs: a Comprehensive Wealth Management program that combines financial planning and portfolio management, and an Essential Wealth Management program that provides portfolio-management-only, model-based strategies.
The firm’s investment process emphasizes strategic asset allocation across multiple asset classes, proprietary in-house screening, and disciplined rebalancing, and it uses Monte Carlo simulations (10,000 runs) to test plan assumptions and tailor target allocations. For its Essential program it primarily implements model strategies using ETFs and, more broadly, favors low turnover to help manage transaction costs and tax efficiency in taxable accounts.
Compared with many team firms, Neumann operates from five offices, a structural footprint that is uncommon for its peer group and may support broader client service capacity. The firm also discloses use of alternative strategies and the application of derivatives in certain separately managed accounts—features that are less common among similarly sized advisory teams and that differentiate aspects of its investment implementation.
Client services
Expertise
Fee options
$1,000,000 - $1,999,999: 0.90% $2,000,000 - $2,999,999: 0.80% $3,000,000 - $3,999,999: 0.70% $4,000,000 - $4,999,999: 0.60% $5,000,000+: 0.50%
Account minimum: $1,000,000 Minimum fee: $9,000 annual minimum fee for Comprehensive Wealth Management Program Fee-only: Fee-only basis, no commissions
Main office location
Neumann Capital Management
303 Vintage Park Drive, Suite 100
Foster City CA 94404-1167, United States
Number of offices
5
Most active in
California · Illinois · Oregon · Texas
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.
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