# Crystal Capital Management Corporation

Crystal Capital Management Corporation is a Generic based in Bay Harbor Islands, United States.

## Overview

- **Organization type:** Generic
- **Headquarters:** Bay Harbor Islands, United States
- **Region:** North America
- **Address:** 99 Walnut Street, Suite A, Saugus, MA 01906, United States
- **Founded:** 1995
- **Assets under management:** Undisclosed
- **Website:** myccmc.com
- **LinkedIn:** linkedin.com/company/crystal-capital-inc-

## Regulatory record

- **CRD number:** 146010
- **SEC file number:** 801-68672
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/146010

## About

Crystal Capital Partners is an SEC-registered investment adviser in BAY HARBOR ISLANDS, FL, since 2007. The firm manages approximately $1.3 billion in assets. It has 23 employees and 6 investment advisers.

## Sectors

- Wealth Management & Financial Services

## People

- William L. Burton — Founder and President
- Harold Zazula — Financial Planner

## Questions

### Who runs investment and planning decisions at Crystal Capital Management Corporation?

Founder and President William L. Burton leads the firm. He is both a CPA and a CFP® and brings together tax strategy and investment recommendations. Harold Zazula, a CFP®, RICP®, and CLTC, also provides retirement-income and long-term-care planning as part of the advisory team.

### How does the firm integrate tax planning with investment management?

William Burton's CPA background allows the firm to embed tax considerations directly into investment and withdrawal strategies. The firm evaluates Social Security claiming, Roth conversions, and general tax reduction alongside portfolio decisions, aiming to reduce the need for clients to hire separate tax and investment professionals.

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Last updated: 2026-06-03T20:00:00.000Z

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