Neumann Capital Management

Overview

Neumann Capital Management is an independent, individually owned RIA organized as an LLC and SEC-registered since 1992. The firm advises individuals and families, providing financial planning and portfolio management for individuals and small businesses. Its fees are charged as a percentage of assets under management and the firm operates as a discretionary manager for client portfolios. Neumann is not structured as a capital allocator and does not identify as an active ESG investor or a pension consultant. The firm's investment approach centers on public funds—mutual funds and ETFs—augmented by selective use of external hedge funds. That mix suggests a core, fund-centric model for client portfolios rather than a direct emphasis on individual stock selection or in-house alternative strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives