CRD: 151016
Capital Income Management, LLC
Sherwood, OR
5039290448
$23.0M Total AUM
$23.0M Disc. AUM
-- 3Y CAGR
1 Employees
60 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Morgan Stanley · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-12-2009
- Office Locations
- 1
Office Locations
-- Sherwood OR
About Capital Income Management, LLC
Capital Income Management, LLC is a Sherwood-based RIA. The firm has been operating for 16 years. Managing $23.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Morgan Stanley. Services offered include Financial Planning, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$23.0M AVG AUM / ADVISOR
$383.3K AVG AUM / CLIENT
16.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Vertex timber
Client Personas
Pathway
Investment Themes
Delta north
Investment Vehicles
Oak
Services
Value Pioneer Signal north
Owner & Executives
D
DOUGLAS JOHN ALBO
Financial Advisor, PRINCIPAL
- CRD
- #2382511
- Ownership
- 75% or more
(336) 252-2072
meridian.unison@peakcapital.com
in linkedin.com/in/beacon-ridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $23,000,000
Equity - Exchange:
15.5% Cash:
28.4% U.S. Government/Agency:
56.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $495,562,071 | 15.5% |
| Cash | $907,997,601 | 28.4% |
| U.S. Government/Agency | $1,793,614,981 | 56.1% |
| Total | $3,197,174,653 | 100.0% |