Capital Management Associates /ny/
Capital Management Associates is an independent investment advisory firm headquartered in New York, NY. The firm provides comprehensive financial planning and investment management services to individuals, families, and businesses. Their practices include investment planning, retirement and estate planning, tax efficiency, and legacy planning. Founded in 1985, the firm is staffed by a small team of experienced financial professionals offering tailored advice without proprietary investment products.
Investment Strategy
Capital Management Associates utilizes a personalized, goal-driven investment approach focused on long-term financial planning and risk management. The firm does not use proprietary investment products, instead recommending investments tailored to each client's specific objectives, risk tolerance, and time horizon. Their services emphasize asset allocation, diversification, and tax efficiency, seeking steady growth and preservation of capital for clients’ retirement and legacy needs.
Top Holdings
Equity Positions (43)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION COM | 5.16% | $3.2M | 20,000 | $64.24 | $157.99 | +$992.2K |
M MSFT | MICROSOFT CORP COM | 4.46% | $2.7M | 5,500 | $91.32 | $497.41 | +$671.1K |
M META | META PLATFORMS INC CL A | 4.22% | $2.6M | 3,500 | $491.35 | $738.09 | +$566.1K |
J JPM | JPMORGAN CHASE & CO. COM | 4.02% | $2.5M | 8,500 | $167.62 | $289.91 | +$379.2K |
A AMZN | AMAZON COM INC COM | 3.94% | $2.4M | 11,000 | $94.71 | $219.39 | +$320.4K |