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

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