CRD: 19935
Capital Management Consultants, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Catalyst alphaEmber radial +more
- Established Date
- 05-18-1998
- Office Locations
- 1
Office Locations
About Capital Management Consultants, Inc.
Capital Management Consultants (CMC) is an independent advisory firm serving clients from Northbrook, IL and Carmel, IN since 1988. The team provides personalized financial planning and investment guidance for individuals as well as profit-sharing plans, partnerships, and trusts, coordinating with clients’ accountants and attorneys. CMC also supports federal employees through federal benefits education/webinars and commonly implements portfolios using ETFs and mutual funds, with Charles Schwab as a key custodian.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MARC MICHAEL DAVIS
President, TREASURER
- CRD
- #2412125
- Ownership
- 75% or more
ANN MARIE DAVIS
Advisor, Chief Compliance Officer, VICE PRESIDENT
- CRD
- #5994079
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $75,410,696 | $339,069 |
| Non-Discretionary | $767,920 | -- |
| Total | $76,178,616 | $339,069 |
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Separately Managed Accounts
Total SMA Asset: $76,178,616
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $747,031,735 | 13.8% |
| Public Funds | $974,389,220 | 18.0% |
| Cash | $1,315,425,446 | 24.3% |
| Other | $606,286,626 | 11.2% |
| Corporate - Investment Grade | $752,445,008 | 13.9% |
| Corporate - Non-Investment Grade | $1,017,695,407 | 18.8% |
| Total | $5,413,273,442 | 100.0% |
13F Holdings | Q1 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OPTIMA SIGNAL | CREST CAPITAL | CW6HR6S6T | ECXT | 8.33% | $98,162,145 |
| BEACON FUSION VITAL | CREST BEACON | 4FWLODIF8 | BIV | 7.29% | $95,236,774 |
| VALUE QUANTUM BEACON | MATRIX QUANTUM | STTM2Z1NW | ZZD | 4.71% | $5,022,337 |
| FUSION CATALYST FUSION | INSIGHT UNISON | KQR3TFFKR | CEAM | 7.63% | $116,388,119 |
| VITAL WAVE ALPHA | INSIGHT LEGACY | AG4B02OB0 | ZSN | 4.56% | $22,842,243 |
| ALPHA HARBOR | FOCUS CREST | MV77O3TND | TRZF | 10.28% | $42,605,098 |
| SIGNAL PRIME | INSIGHT QUANTUM | S8L956ZAQ | EJZJM | 4.61% | $14,930,726 |
| GLACIER TIMBER LEGACY | ATLAS CREST | VVP1Q0B12 | DRQ | 7.07% | $81,516,349 |