Unclaimed Profile

Robert Nicholas Stumpf

CAPITAL MANAGEMENT CONSULTANTS, INC.·DEERFIELD, Illinois

Series 7, Series 24, Series 63Clean record28 years registeredCAPITAL MANAGEMENT CONSULTANTS, INC.

155 N. PFINGSTEN ROAD, DEERFIELD, IL 60015CRD# 1335710Firm CRD# 19935

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Nicholas Stumpf · DEERFIELD, IL

Registration

CRD #1335710 · CAPITAL MANAGEMENT CONSULTANTS, INC. · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CAPITAL MANAGEMENT CONSULTANTS, INC.

CAPITAL MANAGEMENT CONSULTANTS

May 1998 – Nov 2024

NORTHBROOK, IL

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Registration record

First registered · May 18, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPITAL MANAGEMENT CONSULTANTS, INC.

CRD 19935 · SEC 801-31247

AUM

$84M

Regulatory assets under management

Employees

248 client accounts

Services offered by CAPITAL MANAGEMENT CONSULTANTS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAPITAL MANAGEMENT CONSULTANTS, INC. →

Introduction

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Frequently Asked Questions

What services does Robert Nicholas Stumpf offer?

Robert Nicholas Stumpf specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Robert Nicholas Stumpf's credentials?

Robert Nicholas Stumpf is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Nicholas Stumpf located?

Robert Nicholas Stumpf is based in DEERFIELD, Illinois, last registered with CAPITAL MANAGEMENT CONSULTANTS, INC..

How does Robert Nicholas Stumpf charge for services?

Robert Nicholas Stumpf's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITAL MANAGEMENT CONSULTANTS, INC.?

CAPITAL MANAGEMENT CONSULTANTS, INC. has approximately 6 employees and manages $84M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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