Tech stack
No one at Confidential Management Advisors, Inc. has shared their stack yet. Work here? Add the tools you use. 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 · $124M held · filed Jan 2024
E
Equitable Distributors, LLC
Per Form ADV · $22M held · filed Jan 2024