Capital Management Consultants

$76.2MAssets under management
as of Feb 2026 · SEC Form ADV
Northbrook, IL
Visit website
2 people on Advicer connected to this.

Tech stack

No one at Capital Management Consultants has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Capital Management Consultants's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $84M held · filed Jun 2023