Cacm
Answer a few questions and
get matched with an advisor.
Learn more about Cacm
Overview
Cacm is an advisory company that has its headquarters in New York, New York. It oversees $418.6 million in assets under management throughout eight client accounts, placing it among the bigger firms in the country by assets under management (AUM). It has a small group, including 2 financial advisors. Cacm is not a registered broker-dealer, signifying that the firm cannot buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal assets such as bonds, options and equities.
Cacm manages all of its accounts on a discretionary basis. Discretionary management signifies that transaction choices for the client's account are made by a portfolio manager without requiring client consent. The company's average account size is $52.3 million. The average advisor at Cacm oversees about four client accounts, placing it among the most individualized firms in the country.
The firm's central office is at 48 Wall Street, New York, New York 10005. It is allowed to provide services to customers in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Cacm by the Numbers
$418.6 million
2
8
$52.3 million
Fee Structure
A financial advisor's fees depend on the financial services provided. Fees charged by the company may include any blend of the following fee types: asset-based or commission-based. The company does not supply a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 1% of firms
Commissions
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It provides services to pooled investment vehicles. Out of its eight accounts, Cacm's largest client group by number of accounts is pooled investment vehicles. None of the firm's clients reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.