Ames Capital Management, Inc.

Overview

Ames Capital Management, Inc. operates as a small, client-focused advisory firm serving individuals and families with discretionary portfolio management. The firm runs fee arrangements that include a percentage of assets under management, hourly charges and fixed fees, and it provides portfolio management services both to individual/small business clients and to business or institutional accounts. Investment activity is centered on publicly traded equities, with the firm's filings showing a clear preference for exchange-traded instruments as the primary vehicle for client exposure. Ames Capital is not positioned as an ESG-driven manager and it does not report multi-state adviser status. Its business model reads like a boutique RIA: a concentrated client base, hands-on management, and the use of external managers where appropriate for non-core exposures.

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Public Holdings

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Location & Offices