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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-27-2010
- Office Locations
- 1
Office Locations
About AMS Capital Management LLC
AMS Capital Management LLC is a San Mateo, CA investment advisory firm serving retail and institutional clients, including retirees and business owners. The firm provides financial planning, portfolio construction and asset management, with estate and insurance planning support. Portfolios emphasize ETF and public-fund implementation within asset-allocation and risk-management approaches, and custody is available through platforms such as Charles Schwab and LPL Financial.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 65 clients, or 65 clients per representative. That equates to $601.9K in reported AUM per client.
The profile lists 1 reported office location and 16 years in operation. The source data was last updated on March 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
ALLYSON MARTA SALDANA
Chief Compliance Officer, EXECUTIVE DIRECTOR, President
- CRD
- #2548714
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $39,125,000 | -- |
| Total | $39,125,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
AMS Capital Management LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.