PRIVATE CAPITAL MANAGEMENT

8889 Pelican Bay Blvd.
Suite 500
Naples, Florida 34108-7512
Tel: (239) 254-2500

About PRIVATE CAPITAL MANAGEMENT

PRIVATE CAPITAL MANAGEMENT, formally registered with the SEC as PRIVATE CAPITAL MANAGEMENT. The firm was established in 09/30/2013. They have over 2 offices throughout the country.

PRIVATE CAPITAL MANAGEMENT is a Naples, Florida based Financial Planning firm with nearly $1,135,228,205 assets under management, offering retirement planning & investment advisory services to 397 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	169172
SEC#	801-78615
Assets Managed by Firm	$1,135,228,205
No. of Clients	397
No. of Advisors	20

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	397	$1,135,228,205
Individuals (other than high net worth individuals)	99	$12,886,452
High net worth individuals	268	$698,439,086
Pension and profit sharing plans	Fewer than 5 clients	$4,510,664
Charitable organizations	6	$24,547,052
Other investment advisers	6	$21,309,694
Corporations or other businesses	5	$29,502,277

More Retirement Planning firms in Naples, Florida:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CITADEL ADVISORS LLC Southeast Financial Center, 200 S. Biscayne Blvd., Suite 3300 Miami, FL, 33131	$397,045,307,119	26	2932
GQG PARTNERS 450 East Las Olas Boulevard, Suite 750 Fort Lauderdale, FL, 33301	$120,567,542,959	727	189
CORIENT 830 Brickell Plaza, Suite 4800 Miami, FL, 33131	$118,191,936,095	97020	845
ELLIOTT INVESTMENT MANAGEMENT L.P. 360 S. Rosemary Ave, 18th Floor West Palm Beach, FL, 33401	$97,371,716,804	38	578
DOUBLELINE CAPITAL LP 2002 N. Tampa Street, 2nd Floor Tampa, FL, 33602	$92,968,371,160	146	264

Explore More Retirement Advisors in Naples, Florida

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.