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PRIVATE CAPITAL MANAGEMENT

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

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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 $956,459,134 assets under management, offering retirement planning & investment advisory services to 323 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#169172
SEC# 801-78615
Assets Managed by Firm $956,459,134
No. of Clients 323
No. of Advisors 19

Fee Structure

  • A Percentage of AUM
  • Performance Based

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total323$956,459,134
Individuals (other than high net worth individuals)83$11,201,453
High net worth individuals210$598,716,887
Pension and profit sharing plans$4,338,480
Charitable organizations6$23,455,995
Other investment advisers6$20,162,005
Corporations or other businesses7$39,728,002
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