Agman Capital
Firm details
- Headquarters
- Omaha, Nebraska
- CRD number
- 334799
- Registered since
- March 21, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Other95.15%
- HNWI4.85%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Agman Capital is an independent registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm is owned by an individual and focuses on portfolio management for individuals and small businesses, serving a client base described as individuals and families. Its fee arrangement combines a percentage-of-AUM advisory fee with performance-based fees. Agman is not listed as an active ESG investor, does not operate as a multi-state adviser, and does not identify as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities96%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1
Christopher Kauffman
Founder & Chief Investment OfficerCRD 6825974
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Omaha, NE
Douglas
Location
Omaha, NE
Headquartered in Omaha, NE, anchoring the Omaha-Council Bluffs-Fremont, NE-IA metro in the Midwest.
- Metro area
- Omaha-Council Bluffs-Fremont, NE-IA
- Region
- Midwest
- County
- Douglas
- Address
- 2819 S 125th Ave
- Time zone
- CT (UTC-6)
- Office locations
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