BMH Capital Management LLC

RIAState Registered
Total AUM
$10M
Discretionary
$10M
99% of AUM
Avg account
$358K
Accounts
28
Employees
2
Advisory reps
2

Firm details

Headquarters
Miramar, Florida
CRD number
310891
Custodians
INTERACTIVE BROKERS LLC, ANDBANC BROKERAGE, LLC
Fee structure
Percentage of AUM
Client types
  • Individuals46.93%
  • HNWI39.33%
  • Corporations / Businesses13.74%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

BMH Capital Management LLC is a small, owner-operated limited liability company focused on discretionary portfolio management for individuals, families and small businesses, with some institutional clients. The firm charges fees based on a percentage of assets under management and operates principally as a hands-on adviser rather than as a capital allocator or multi-manager sponsor. Advisory activity centers on direct portfolio management; BMH does not position itself as an ESG investor, pension consultant, or a multi-state advisory enterprise.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, Public Funds/Mutual Funds 12%, Cash & Cash Equivalents 8%, Investment Grade Corp Bonds 3%, US Government Bonds 2%75%
  • Exchange Traded Equities75%
  • Public Funds/Mutual Funds12%
  • Cash & Cash Equivalents8%
  • Investment Grade Corp Bonds3%
  • US Government Bonds2%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Miramar, FL

Broward

Location

Miramar, FL

Headquartered in Miramar, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Broward
Address
4931 Southwest Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth