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Capital Market Consultants, Inc.
CMC serves intermediaries that outsource selected research related investment program functions sometimes referred to as an "outsourced CIO".
Overview
CMC serves intermediaries that outsource selected research related investment program functions sometimes referred to as an "outsourced CIO". This enhances their service to clients, saves time and money, differentiates their offering while allowing them to document a thorough execution of their fiduciary responsibilities. Our clients include banks, trust companies, wealth management firms, broker-dealers, accounting firms, law firms, insurance companies and family offices.
General information
Firm type
RIA
AUM
$195 million (per SEC ADV filing, 2024)
Location
Region
North America
Country
United States
City
Atlanta
Corporate office
Atlanta, GA, United States
Principals
William H. Hanna
President
Sector focus
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