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Engebretson Capital Management Inc (Newport Beach)


Engebretson Capital Management Inc is a large advisory firm based in Newport Beach. It manages $355.47 million of regulatory assets for 420 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Massachusetts, Minnesota, and Texas.

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Engebretson Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Engebretson Capital Management: assets under management

The assets under management (AUM) of Engebretson Capital Management Inc is $355.47 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $355.47 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $846.36 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Engebretson Capital 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.

Based in Newport Beach

The principal office where Engebretson Capital Management Inc performs its advisory services is located at 620 Newport Ctr Dr, Newport Beach, CA 92660, 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 949-759-9684 or by fax 949-759-9687. The normal business hours are 6:30am to 4:00pm on Monday - Friday. You can find more information about the New York firm at www.ecmadvisors.com.


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