CAPITAL MANAGEMENT ANALYTICS

CAPITAL MANAGEMENT ANALYTICS is an SEC-registered investment adviser (CRD 130238). Regulatory assets under management: $83.6M.

Registration

• CRD: 130238
• Type: Registered investment adviser
• Phone: 740-879-4306
• Latest filing: 2026-03-31
• Regulatory AUM: $83.6M
• Discretionary AUM: $83.6M
• Clients: 1
• Accounts: 143

Business model

Compensation: % of AUM, Hourly, Performance.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 130238 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search