CRD: 167806
Ames Capital Management, Inc.
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Momentum
- Established Date
- 08-07-2013
- Office Locations
- 1
Office Locations
About Ames Capital Management, Inc.
AMES CAPITAL MANAGEMENT, INC. is a Sarasota, FL registered investment adviser serving retail clients. Public filings indicate portfolios are primarily implemented via ETFs, with client assets held at major custodians such as Charles Schwab and Fidelity/NFS. The firm is owner-led by Donald Robert Ames (CCO/managing member). The listed amescapitalmanagement.com domain appears parked/for sale rather than an active firm website.
Team overview
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Custodian
Technology
Owner & Executives
DONALD ROBERT AMES
Chief Compliance Officer, Managing Member
- CRD
- #1500301
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,500,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $8,728,299,990 | 100.0% |
| Total | $8,728,299,990 | 100.0% |