Crystal Capital Management Corporation

Overview

Crystal Capital Management Corporation is an independent registered investment adviser focused on individual and family clients. The firm is owned by an individual and provides financial planning and portfolio management for individuals and small businesses. It also conducts insurance brokerage and accounting activities alongside its advisory work. Fee arrangements are flexible and include a percentage-of-AUM component as well as hourly charges, fixed fees and commissions. The firm does not identify as an active ESG investor, is not set up as a multi-state adviser, and is not a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices