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- Custodian
- Charles Schwab & Company · Goldman Sachs · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-13-1992
- Office Locations
- 1
Office Locations
About Neumann Capital Management
Neumann Capital Management is a Foster City-based RIA. 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.
Reported data analysis
What the numbers show
Between June 18, 2025 and August 26, 2026, reported AUM increased 10.9%, from $568.5M to $630.3M.
Across 5 reported observations, AUM increased 22.3% between March 25, 2022 and August 26, 2026, from $515.4M to $630.3M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 191 clients, or 47.8 clients per representative. That equates to $3.3M in reported AUM per client.
The profile lists 1 reported office location and 34 years in operation. The source data was last updated on August 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Neumann Capital Management record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
EKATERINA DIMITROVA ATANASSOV
Partner
- CRD
- #7355178
- Ownership
- 25% but less than 50%
CAROLINE AMANDA CONNOR GORHAM
Chief Compliance Officer, Partner
- CRD
- #7355176
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Ninette Hereford
Director of Operations & Client Services
- CRD
- --
David Richardson
Investment Committee Member
- CRD
- --
Showing 2 of 5 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Neumann Capital Management has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q3 2026
Review the latest reported holdings
Neumann Capital Management's 13F holdings detail is available for Q3 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.