Capital Mortgage Management Inc is a large advisory firm based in Manchester. It manages $434.22 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Missouri.
Capital Mortgage Management provides portfolio management for pooled investment vehicles and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Capital Mortgage Management Inc is $434.22 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 91% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Capital Mortgage Management Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of John William Stewart is pooled investment vehicles with 1 clients and $434.22 million of assets under management. Among the 11 most similar advisory firms, Capital Mortgage Management has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $434.22 million for 1 clients. None of the firm’s clients are foreign persons or businesses.
Capital Mortgage Management also advises several private funds. Namely, one other private fund.
The company employs 3 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
John William Stewart has been acting as President since 1 Nov 1997. Michael Patrick Stewart joined the executive team most recently as the Chief Compliance Officer.
The principal office where Capital Mortgage Management Inc performs its advisory services is located at 218 Henry Ave, Manchester, MO 63011, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 636-207-0160 or by fax 636-207-1740. The normal business hours are 8:00 am to 4:00 pm on Monday - Friday. You can find more information about the New York firm at proloan.com.