Capital Management Securities, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
20
Avg account
$0

Firm details

Headquarters
Minneapolis, Minnesota
CRD number
10579
Registered since
June 10, 1982

Firm profile

FINTRX

Overview

Capital Management Securities, Inc. is organized as a corporation with ownership listed as a combination of a domestic entity and an individual. The firm’s regulatory classification is recorded as unclassified. Public records indicate it does not function as a capital allocator and does not identify as an active ESG investor. It is not listed as a multi-state adviser, not newly formed, and is not recorded as a pension consultant or a related adviser. The firm has not published detail about its core advisory or business activities in the source material, so there is no publicly available description of its client segments, fee schedules, or investment mandate.

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

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth