PUTMAN CAPITAL MANAGEMENT, INC.

Overview

Putman Capital Management, Inc. is an independent, privately owned registered investment adviser that serves individuals, families and some institutional clients. The firm operates as a corporation with an owner-type listed as an individual and positions itself as a capital allocator: it blends fiduciary portfolio management with financial planning, selection of outside advisers and educational workshops. Fee arrangements include a percentage-of-AUM component along with hourly and fixed-fee engagements, which supports both ongoing advisory relationships and project-based planning work. Investment activity is heavily weighted toward public funds and mutual funds as the core vehicle for client portfolios, while the firm also allocates to alternatives—specifically real estate and commodities—through third‑party managers. Putman Capital Management, Inc. does not identify as an active ESG investor and is not classified as a multi‑state adviser. Its services emphasize discretionary portfolio management for smaller private clients alongside non‑discretionary advisory and selection of other advisers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices