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Brian Keith Smith

PRIVATE CAPITAL MANAGEMENT INC·EAGAN, Minnesota
Clean recordPRIVATE CAPITAL MANAGEMENT INC
2600 EAGAN WOODS DR STE 150, EAGAN, MN 55121-1167CRD# 4379049Firm CRD# 110108

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian Keith Smith · EAGAN, MN
Registration
CRD #4379049 · PRIVATE CAPITAL MANAGEMENT INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Brian Keith Smith is a registered financial advisor based in EAGAN, Minnesota, affiliated with PRIVATE CAPITAL MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
PRIVATE CAPITAL MANAGEMENT INC
PRIVATE CAPITAL MANAGEMENT INC
AUM
$412M
Regulatory assets under management
Employees
6
Total firm employees
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Other: TRUSTEE FEES, CONSULTING FEES
Regulatory
SEC/IARD CRD# 4379049
Firm CRD# 110108
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05

Frequently Asked Questions

What services does Brian Keith Smith offer?
Brian Keith Smith specializes in Investment Management. Contact their office in EAGAN, Minnesota for a consultation.
What are Brian Keith Smith's credentials?
Brian Keith Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Keith Smith located?
Brian Keith Smith is based in EAGAN, Minnesota, working with PRIVATE CAPITAL MANAGEMENT INC. Their office serves clients in the EAGAN metropolitan area and surrounding communities.
How does Brian Keith Smith charge for services?
Brian Keith Smith's firm is compensated through percentage of aum, hourly charges, other: trustee fees, consulting fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRIVATE CAPITAL MANAGEMENT INC?
PRIVATE CAPITAL MANAGEMENT INC has approximately 6 employees and manages $412M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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