Capital Management Securities, Inc.
Firm details
- Headquarters
- Minneapolis, Minnesota
- CRD number
- 10579
- Registered since
- June 10, 1982
- Website
- www.cap-mgt.com
Firm profile
FINTRXOverview
Capital Management Securities, Inc. is organized as a corporation and has been registered with the SEC since 1982. The firm's ownership is listed as a domestic entity and individual. The FINTRX snapshot classifies the firm as unclassified and indicates it does not operate as a capital allocator, is not identified as an active ESG investor, and is not registered as a multistate adviser. It is also not listed as a pension consultant or a related adviser. Public-facing detail about the firm's advisory model, client segments, fee schedules, or core business activities is not provided in the data set. That lack of disclosure limits what can be said about strategy, service lines, or target clientele from the available record.
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
1 of 1
Melissa Glennie
Chief Compliance OfficerCRD 2221936
Contacts
3 of 19
Scott Foreman
Financial AdvisorCRD 4266227

Fong Her
Financial AdvisorCRD 6388638

Alexander Pengelly
Financial AdvisorCRD 6705101
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Minneapolis, MN
Hennepin
Location
Minneapolis, MN
Headquartered in Minneapolis, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 7900 Xerxes Ave S
- Time zone
- CT (UTC-6)
- Office locations
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