Capital Income Management, LLC

Overview

Capital Income Management, LLC is a small, income-focused advisory practice serving individual and family clients. The firm manages portfolios with an emphasis on publicly traded equities, using exchange-traded instruments as the primary vehicle for delivering income and market exposure. The advisory offering centers on portfolio management for individuals and small businesses and the firm also produces periodic written material — newsletters or similar publications — that likely support its investment views and client communications. Fee billing is on a percentage-of-assets-under-management basis, and the firm is owned by an individual operator rather than an institutional parent. The adviser is not positioned as an ESG specialist and does not present itself as a multi-state or pension consultant. Its stated client base and service model point to a hands-on, client-facing practice that builds income-oriented equity portfolios and supplements them with written commentary for clients.

Assets & Accounts

Public Holdings

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Location & Offices