Firm
NCM Capital Management, LLC
Long Beach Island, New Jersey
Fee-only
NCM Capital Management, LLC at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 3 employees and 252 individual clients, 194 of them high net worth.
- Its average account is about $747,000 (assets it manages divided by its 722 accounts).
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Long Beach Island, New Jersey |
|---|---|
| Website | ncmcapitalmgmt.com |
| [email protected] | |
| Phone | (201) 529-1429 |
NCM Capital Management, LLC fees
NCM Capital Management, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $539 million |
| Individual clients | 58 |
| High-net-worth clients | 194 |
| Accounts managed | 722 |
| Employees | 3 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-101518) |
| Financial planning | Offered |
| Form ADV filed | March 29, 2026 |
| SEC record | CRD 151109 |
Advisors at this firm (2)
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