CRD: 121061
Comprehensive Money Management Services LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-14-2002
- Office Locations
- 1
Office Locations
About Comprehensive Money Management Services LLC
Comprehensive Money Management is an independent, fee-only RIA and full-time fiduciary providing personalized financial planning and ongoing money management for individuals and families, including retirees and business owners. The firm does not take commissions and offers no proprietary products. Portfolios are ETF-focused and typically custodied at Schwab, led by CFP professional William R. Neubauer (MBA).
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
WILLIAM ROBERT NEUBAUER
Chief Compliance Officer, Chief Executive Officer, Manager, President
- CRD
- #2873585
- Ownership
- 75% or more
DIANE MARY MACPHEE
Chief Compliance Officer, Managing Member
- CRD
- #2004221
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $171,826,378 | $438,333 |
| Non-Discretionary | $28,477,301 | $263,679 |
| Total | $200,303,679 | $400,607 |
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Separately Managed Accounts
Total SMA Asset: $200,303,679
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $306,584,726 | 12.5% |
| Public Funds | $762,782,797 | 31.1% |
| Cash | $311,490,081 | 12.7% |
| Equity - OTC | $652,412,296 | 26.6% |
| U.S. Government/Agency | $419,407,905 | 17.1% |
| Total | $2,452,677,805 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| QUANTUM ALPHA | HARBOR ATLAS | GPQ5HSASS | QDW | 12.15% | $44,505,539 |
| FRONTIER BEACON | VALUE ALPHA | BTY77PM2M | SXGY | 11.90% | $111,483,902 |
| PRIME PEAK | EAGLE ELEMENT | W9QKUYE77 | WPM | 8.41% | $2,080,467 |
| VITAL SIGNAL EMBER | PEAK VALUE | QJRJFBMH7 | WLO | 9.63% | $75,468,636 |
| SUMMIT SUMMIT | VECTOR GLACIER | HPHP2IQNH | HTRW | 8.11% | $90,263,246 |
| ALPHA INSIGHT CATALYST | VALUE OPTIMA | X7GQXWW8X | BRLEU | 4.94% | $86,125,887 |
| SIGNAL OPTIMA ELEMENT | TIMBER RADIAL | 9XOFPWZCT | TZDSA | 6.58% | $43,514,268 |
| MATRIX WAVE VITAL | RIDGE ZENITH | 5BQRN7O0R | TPADO | 9.29% | $95,827,749 |