Capital & Estate Management, Inc.
Firm details
- Headquarters
- Spring Hill, Florida
- CRD number
- 148504
- Registered since
- August 2, 2011
Firm profile
FINTRXOverview
Capital & Estate Management, Inc. is organized as a corporation and is SEC-registered (initial registration in 2011). The firm is owned by an individual and is classified in the dataset as unclassified. Public filings and the provided snapshot indicate the firm is not a capital allocator, does not report being an active ESG investor, is not a multi-state adviser, and is not identified as a pension consultant or related adviser. The dataset does not disclose the firm’s fee structure, specific advisory activities, or client segments.
Assets & Accounts
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
Owners & executives
2 of 2John Umber
Chair, CEO, CCOCRD 1501471
Sylvia Worthem
CFOCRD 1558280
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Spring Hill, FL
Hernando
Location
Spring Hill, FL
Headquartered in Spring Hill, FL, in the South of the United States.
- Region
- South
- County
- Hernando
- Address
- 7143 Mariner Blvd
- Time zone
- ET (UTC-5)
- Office locations
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