Capital Mortgage Management Inc (Manchester)

Name: Capital Mortgage Management Inc
Address: 218 Henry Ave, Manchester, MO, 63011
Telephone: 636-207-0160

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.

Capital Mortgage Management: assets under management

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 firm manages $434.22 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $434.22 million each.

Capital Mortgage Management has custody of $434.22 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

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.

What kind of clients John William Stewart serves?

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.

Careers at Capital Mortgage Management Inc

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John William Stewart	President	1 Nov 1997	75% - 100%	4122545
Michael Patrick Stewart	Chief compliance officer	1 Sep 2004	Other	5029373

Based in Manchester

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.