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Capital Management Consulting, LLC (Portland)


Capital Management Consulting, LLC is a large advisory firm based in Portland. It manages $72.72 million of regulatory assets for 132 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Oregon and Washington.

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Capital Management Consulting provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Capital Management Consulting: assets under management

The assets under management (AUM) of Capital Management Consulting, LLC is $72.72 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $69.63 million in discretionary accounts and $3.09 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $616.21 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $162.75 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Capital Management Consulting, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Portland

The principal office where Capital Management Consulting, LLC performs its advisory services is located at 4800 Sw Macadam Avenue, Suite 100, Portland, OR 97201 The mailing address of the firm is Po Box 69468, Portland, OR 97201 0468. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 503-227-5284 or by fax 503-227-5822. The normal business hours are 8:30 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.cmcinvest.com.


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