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 a small, SEC-registered investment adviser that provides portfolio management primarily to individuals and families, including small-business owners. The firm is organized as an LLC and registered with the SEC in 2025. Its compensation model combines a percentage-of-assets fee with performance-based fees. Advisory activity is focused on discretionary portfolio management rather than pension consulting or multi-state institutional mandates. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 1Christopher 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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