$630.3M Total AUM
$630.3M Disc. AUM
-- 3Y CAGR
4 Employees
191 ADV. Clients
34 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Goldman Sachs · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-13-1992
- Office Locations
- 3
Office Locations
303 Vintage Park Drive, Suite 100 Foster City CA
-- -- --
-- -- CA
About Neumann Capital Management
Neumann Capital Management is a Foster City-based RIA with 3 offices. The firm has been operating for 34 years. Managing $630.3M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company and Goldman Sachs.
Team overview
51 AVG AGE
$157.6M AVG AUM / ADVISOR
$3.3M AVG AUM / CLIENT
3.7 yrs AVG TENURE
4 Employees
4 Advisory Reps
3 RIA Reps
34yrs Firm Age
Insights
Available
Available
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Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
EKATERINA DIMITROVA ATANASSOV
Partner
- CRD
- #7355178
- Ownership
- 25% but less than 50%
Available
Available
Available
CAROLINE AMANDA CONNOR GORHAM
Chief Compliance Officer, Partner
- CRD
- #7355176
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 3 owners & executives
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EKATERINA DIMITROVA ATANASSOV
Partner
- CRD
- #7355178
Available
Available
Available
CAROLINE AMANDA CONNOR GORHAM
Chief Compliance Officer, Partner
- CRD
- #7355176
Available
Available
Available
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $630,287,808 | $1,034,955 |
| Non-Discretionary | $0 | -- |
| Total | $630,287,808 | $1,034,955 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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