A&M Capital
Greenwich, CT·SEC-registered · CRD #163576
A&M Capital is an SEC-registered investment advisory firm in Greenwich, CT managing $7.2B across 17 client accounts, with 60 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$7.2B
Client accounts
17
Advisory staff
60
Fee model
Fee-only
How A&M Capital is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about A&M Capital
How much does A&M Capital manage?
Per its most recent SEC Form ADV filing (06/25/2026), A&M Capital reports $7.2B in regulatory assets under management across roughly 17 client accounts.
How does A&M Capital charge?
A&M Capital is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is A&M Capital a fiduciary?
Yes. A&M Capital is registered with the U.S. Securities and Exchange Commission (CRD #163576), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is A&M Capital taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks A&M Capital and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from A&M Capital's public SEC Form ADV filing (CRD #163576, filed 06/25/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of A&M Capital. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with A&M Capital? Claim this profile.