CAPITAL RESOURCE MANAGEMENT,INC.
SEC RegisteredSound, intelligent investing is not entertainment.
About the firm
Capital Resource Management, Inc (CRM) is dedicated to providing excellent, integrated investment portfolio management services to investors, fiduciaries, trustees and investment committees who are responsible for the management of sizeable assets.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Integrated investment portfolio management services.
Who they serve
Investors, fiduciaries, trustees and investment committees who are responsible for the management of sizeable assets.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 10 | $6.5M |
| High Net Worth Individuals | 28 | $551M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 1 | $4.4M |
| State/Municipal Entities | 3 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Equity $5M-$10M | 0.50% |
| Equity >$10M | 0.30% |
| Fixed Income $5M-$10M | 0.35% |
| Fixed Income >$10M | 0.25% |
| Balanced $5M-$10M | 0.50% |
| Balanced >$10M | 0.30% |
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CAPITAL RESOURCE MANAGEMENT,INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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