NEUMANN CAPITAL MANAGEMENT

Overview

Neumann Capital Management is an independent registered investment adviser, founded in 1992, that serves individual and family clients with a fee model based on a percentage of assets under management. The firm focuses on financial planning and discretionary portfolio management for individuals and small businesses. It does not position itself as an active ESG investor and operates under a single-state adviser footprint. From a portfolio-construction perspective, Neumann Capital tilts toward public funds and mutual funds as core building blocks while maintaining a meaningful allocation to ETFs and individual equities. The mix seen in regulatory filings suggests a blended approach: core exposure through pooled vehicles (mutual funds/ETFs) complemented by selective stock holdings and third-party alternative allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices