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5C Capital Management, LLC

5C Capital Management, LLC. CRD 284213

5C Capital Management, LLC logo

CRD: 284213

5C Capital Management, LLC

Woodcliff Lake, NJ, 07677
3473310648
5cwealth.com
$648.1M Total AUM
$619.0M Disc. AUM
18.1% 3Y CAGR
7 Employees
586 ADV. Clients
9 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · RBC · Tiaa
Clients
Retail and Institutional
Platforms
MomentumFrontier bridge +more
Established Date
01-03-2017
Office Locations
3

Office Locations

4 Westchester Park Drive Suite 330 White Plains NY
50 Tice Boulevard Suite A32 Woodcliff Lake NJ
-- Mount Pleasant SC

About 5C Capital Management, LLC

5C Capital Management, LLC is an SEC-registered RIA and fiduciary providing customized financial planning and investment guidance for complex situations. The team uses independent fundamental analysis and scenario planning to build structured, flexible strategies and implement objective solutions in a timely way. A key differentiator is their coordination with a broader advisory community, including tax experts, attorneys, and business consultants.

Team overview

39 AVG AGE
$92.6M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
7 yrs AVG TENURE
7 Employees
7 Advisory Reps
0 RIA Reps
9yrs Firm Age

Insights

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Asset Classes

Pathway vector Bridge Beacon optima Crest capital Insight North wave Zenith

Client Personas

Atlas beacon Frontier

Custodian

Optima Focus zenith Alpha Zenith wave Pathway

Investment Themes

Focus Delta Legacy Optima timber

Investment Vehicles

Harbor Meridian ember Foundation pathway

Platform

Radial ember Pioneer element

Services

Insight Element Capital Insight Harbor fusion Ridge vital Fusion Value foundation Capital Vertex element Crest Vector

Technology

Value Crest Delta ember Glacier Ember

Owner & Executives

MICHAEL ROBERT SANDERS

MICHAEL ROBERT SANDERS

Chief Investment Officer, Principal

CRD
#2452032
Ownership
25% but less than 50%
(873) 260-1228
zenith.focus@catalystcapital.com
in linkedin.com/in/alpha-prime
C

CRAIG R MARSON

Chief Compliance Officer, DIRECTOR OF FINANCIAL PLANNING, PRINCIPAL

CRD
#4354868
Ownership
10% but less than 25%
(386) 283-8334
capital.vector@oakcapital.com
in linkedin.com/in/value-delta
S

Summit matrix

Bridge pioneer element

CRD
#23477
Ownership
29.1%
(933) 835-9729
vector.momentum@capitalcapital.com
in linkedin.com/in/pioneer-frontier

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Contacts

C

CURTIS RANDALL BROOKS

Financial Analyst

CRD
#1260487
(756) 730-8229
radial.oak@unisoncapital.com
in linkedin.com/in/atlas-insight
M

Michael Cardone Duvally

Investment Advisor

CRD
#6645849
(443) 788-1782
vertex.alpha@beaconcapital.com
in linkedin.com/in/optima-prime
P

Prime meridian

North focus

CRD
#99932
(274) 721-8459
matrix.vital@fusioncapital.com
in linkedin.com/in/harbor-ridge

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
07-06-2022
03-27-2023
11-19-2024
04-14-2025
03-17-2026
Category Assets AVG. Account size
Discretionary $618,998,952 $343,316
Non-Discretionary $29,132,744 $309,923
Total $648,131,696 $341,661

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Separately Managed Accounts

Total SMA Asset: $648,131,696

$648.1M Total SMA
Equity - Exchange:
20.3%
Public Funds:
18.5%
U.S. Government/Agency:
10.9%
Cash:
14.4%
Private Funds:
6.6%
Municipal Bonds:
9.0%
Corporate - Investment Grade:
20.3%
Asset class Assets Assets %
Equity - Exchange $1,699,995,892 20.3%
Public Funds $1,549,257,340 18.5%
U.S. Government/Agency $912,805,676 10.9%
Cash $1,205,908,416 14.4%
Private Funds $552,708,024 6.6%
Municipal Bonds $753,692,760 9.0%
Corporate - Investment Grade $1,699,995,891 20.3%
Total $8,374,363,999 100.0%

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