Capital Management Partners, Inc.

Broker-DealerFINRA MemberEst. 1988
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Fairfield, Iowa
CRD number
21973
Registered since
April 18, 1988

Firm profile

FINTRX

Overview

Capital Management Partners, Inc. is an individually owned corporate adviser that has been SEC-registered since 1988. Public disclosures classify the firm as "unclassified" and do not indicate that it operates as a capital allocator, a pension consultant, a related adviser, or a multi-state adviser. The firm is not identified as an active ESG investor and is not described as newly formed. The firm has not provided substantive public detail about its client base, fee schedules, advisory activities, investment preferences, or firm affiliations. Because those core operating and investment details are absent from available filings, there is limited visibility into strategy, target clients, or how investment decisions are sourced and executed.

Assets & Accounts

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

Contacts

3 of 3
  • Peter Ecob

    ControllerCRD 4539865

  • Steven Rubin

    Chairman, DirectorCRD 1812223

  • Paula Clark

    Vice PresidentCRD 1664016

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Fairfield, IA

Jefferson

Location

Fairfield, IA

Headquartered in Fairfield, IA, in the Midwest of the United States.

Region
Midwest
County
Jefferson
Address
1100 N 4th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth