{
  "crd_number": 19935,
  "slug": "capital-management-consultants-northbrook-il-19935",
  "primary_business_name": "CAPITAL MANAGEMENT CONSULTANTS",
  "legal_name": "CAPITAL MANAGEMENT CONSULTANTS, INC.",
  "dbas": [],
  "city": "Northbrook",
  "state": "IL",
  "country": "United States",
  "cbsa_code": "16980",
  "metro": {
    "cbsa_code": "16980",
    "common_name": "Chicago",
    "msa_name": "Chicago-Naperville-Elgin, IL-IN",
    "path": "/advisors/il/chicago"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2023-06-23",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-02-17",
  "carried_forward": false,
  "raum_total": 76178616.0,
  "raum_discretionary": 75410696.0,
  "raum_non_discretionary": 767920.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 4247604.0,
      "count": 20
    },
    "high_net_worth_individuals": {
      "raum": 71931012.0,
      "count": 41
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "IL",
    "IN"
  ],
  "websites": [
    "https://capitalmanagementconsultants.net"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/19935",
  "city_as_filed": "NORTHBROOK",
  "url": "https://advisorcensus.com/firm/capital-management-consultants-northbrook-il-19935",
  "display_name": "Capital Management Consultants",
  "summary": "Capital Management Consultants is a state-registered investment advisory firm in Northbrook, IL, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 17, 2026.",
  "citation": "AdvisorCensus. Capital Management Consultants (CRD 19935): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Capital Management Consultants compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Capital Management Consultants reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Capital Management Consultants located?",
      "a": "Capital Management Consultants' principal office is in Northbrook, IL, according to its Form ADV."
    },
    {
      "q": "Is Capital Management Consultants registered with the SEC or a state?",
      "a": "Capital Management Consultants is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 19935."
    },
    {
      "q": "How much does Capital Management Consultants manage?",
      "a": "Capital Management Consultants reports $76,178,616 in regulatory assets under management in its Form ADV filing dated February 17, 2026 (99% discretionary)."
    },
    {
      "q": "How have Capital Management Consultants' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Capital Management Consultants: Regulatory assets under management: $102,883,059 in the October 2021 data and $76,178,616 in the October 2026 data, down 26%. Total employees: 7 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Capital Management Consultants serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (41); individuals (other than high net worth individuals) (20)."
    },
    {
      "q": "Does Capital Management Consultants report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/19935"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 102883059.0,
      "total_employees": 7,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 100573807.0,
      "total_employees": 7,
      "filing_date": "2022-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 76178616.0,
      "total_employees": 2,
      "filing_date": "2026-02-17"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/capital-management-consultants-northbrook-il-19935.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 20,
      "fewer_than_5": false,
      "raum": 4247604.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 41,
      "fewer_than_5": false,
      "raum": 71931012.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/19935",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}