Capital Management Advisors
Capital Management Advisors has been providing investors with independent, fee-only asset management for over 30 years. Our firm was founded on the simple principal of helping our clients achieve their financial goals without the conflicts of interests of most financial institutions. Our clients are individuals, businesses and institutions seeking objective advice and a relationship built on trust and integrity. At Capital Management Advisors we pride ourselves in our client retention history. We are providing services to the second and third generations of the same families. We strive to provide quality client service. We provide direct access to your investment professional, a responsive, attentive staff, a buffer between the client and custodian and a commitment to exceptional service.
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Verified contacts
6
available on Kipplo
LinkedIn employees
17
11 to 50 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
1
tools in use
Monthly traffic
4
organic / mo
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- NP
Nathaniel Propes
Vice President & Chief Investment Strategist · Other
EmailPhone - NM
Nancy Mussler-Kirschner
Client Services Office Administration · Other
EmailPhone
Showing 2 of 6 verified contacts
Top roles at Capital Management Advisors
6 distinct titles indexed · top 6 shown.
- 1client services office administration
- 1office manager and client services rep
- 1property manager
- 1real estate agent
- 1research analyst
- 1vice president & chief investment strategist
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