Private Capital Management, Inc

Wealth Management Firm in Larkspur, CA

Firm Info
Address: 100 Larkspur Landing Cir Suite 112, Larkspur, CA 94939, USA
Phone: (415) 464-9700

Firm Size
Assets Under Management: $218.3 million
# of Advisors: 3
# of Clients: 311
Client to Advisor Ratio: 104:1
Average Account Size: $702,066
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors
  • Publication of Periodicals or Newsletters
  • Educational Seminars & Workshops
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Private Capital Management, Inc. Overview

Private Capital Management, Inc. is an experienced investment advisory firm offering investment advice only since 2002. Based in Larkspur, CA, the firm specializes in fee-only arrangements, ensuring clients receive fully transparent advice and expertise without any hidden charges. The firm provides a range of financial services to their clients. They offer financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses or institutional clients. Moreover, they provide pension consulting services, selection of other advisors, and publication of periodicals or newsletters. Private Capital Management, Inc. also conducts educational seminars and workshops to help their clients understand the complexities of investment strategies and the ever-changing financial markets. They offer their clients with family office services too, which support wealthy clients with various financial needs like asset management, tax planning, estate and succession planning, and philanthropy. Overall, the firm has established a reputation for delivering superior investment solutions by providing unrestricted advice and resources to clients.

PRIVATE CAPITAL MANAGEMENT, INC. caters to a diverse range of clients. From individuals to high net worth individuals, pension or profit sharing plans, and charitable organizations, it offers investment management services that are tailored to the specific needs and goals of each client. The firm is dedicated to providing a personalized experience that takes into account the unique circumstances of each client. Whether the client is an individual or an organization, PRIVATE CAPITAL MANAGEMENT, INC. works diligently to understand their financial goals and create an investment strategy that is aligned with those goals. The fee structures available at PRIVATE CAPITAL MANAGEMENT, INC. offer flexibility depending on the service provided. The firm's fees can be structured as a percentage of assets under management (AUM), an hourly basis, or fixed fees. The percentage of AUM structure means that clients pay a percentage of their total account value for the management of their portfolio. Hourly fees involve charging clients a fixed rate per hour for consulting services. Fixed fees, on the other hand, typically involve charging a flat rate for specific services regardless of the amount of assets under management. The variety of fee structures provided by the firm ensures that clients can choose the option that best suits their financial needs and objectives.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure of Private Capital Management, Inc. does not mention their investment minimum. Therefore, it is unclear what the minimum amount for investment with this firm is. Potential clients should consider reaching out directly to the firm for more information or consulting with an investment advisor for advice on appropriate investment amounts for their financial situation.

How This Office Can Help Larkspur, CA Residents

Private Capital Management, Inc is a financial advisory firm that provides comprehensive personalized financial planning services to clients in Larkspur, CA. The company employs a team of experienced financial advisors who can help clients in Larkspur manage their finances, invest their money, plan for retirement, and leave a legacy for their loved ones. Larkspur is a wealthy residential community located in Marin County, CA. Many people in Larkspur are affluent and have complex financial situations. Private Capital Management, Inc works with clients in Larkspur to develop customized financial plans that address their unique needs and goals. The firm can help clients manage their investments, navigate complex tax laws, plan for retirement, and ensure that their estates are handled correctly. Private Capital Management, Inc provides a range of services to help clients in Larkspur reach their financial goals and achieve financial security.

To view the Minimum Investment and Fee Schedule for Private Capital Management, Inc., visit their Part 2 Brochure.

Services Offered by Private Capital Management, Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Private Capital Management, Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 100 Larkspur Landing Cir Suite 112, Larkspur, CA 94939, USA
Phone (415) 464-9700
Directions
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Other Office Locations

This firm has no other locations.

State Registrations

Private Capital Management, Inc. is registered to service clients in the following states:

  • California
  • Florida

Disciplinary History

Private Capital Management, Inc. does not have any disclosures. Please visit it's Form ADV for more details.

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