Capital Management Analytics

Overview

Capital Management Analytics is a small, equity-biased registered investment advisor that manages discretionary portfolios for both high-net-worth individuals and institutional clients. The firm runs separately managed accounts as its primary vehicle, with a clear tilt toward exchange-traded equities and ETFs as the dominant exposure. Management offers a mix of fee arrangements — percentage of assets under management, hourly consulting, and performance-based fees — which suggests they provide both standard advisory relationships and more customized or incentive-aligned mandates for select clients. The adviser does not position itself as an ESG-focused manager and operates from a single-state footprint. Advisory services emphasize portfolio management for individuals, small businesses and institutional entities, delivered through discretionary mandates. The owner structure is individual-owned, and the firm reports no status as a pension consultant, related adviser, or multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices