Pmk Capital Advisors Inc (Delray Beach)

Pmk Capital Advisors Inc is a large advisory firm based in Delray Beach. It manages $129.3 million of regulatory assets for 19 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Florida.

Pmk Capital Advisors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and evaluation of investment products. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Pmk Capital Advisors: assets under management

The assets under management (AUM) of Pmk Capital Advisors Inc is $129.3 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 321% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $129.3 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6.81 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pmk Capital Advisors Inc for their services and products based on a percentage of assets under management, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Pmk Capital Advisors Inc

James Krum Abbott has been acting as President since 1 Jan 1999. Wendy Ann Wurst joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Michael Murphy	Indirect owner	1 Jan 1999	25% - 50%	343267
Inc. Pmk Securities & Research	Shareholder	1 Jan 1999	75% - 100%	65-0629744
Roger Kumar	Indirect owner	1 Jan 1999	50% - 75%	2702488
James Krum Abbott	President	1 Jan 1999	Other	145
William J Russell	Vice president	1 Jan 1999	Other	1837089
Wendy Ann Minerd	Chief financial officer	1 Apr 2000	Other	1902879
Wendy Ann Wurst	Chief compliance officer	1 Nov 2003	Other	1902879

Based in Delray Beach

The principal office where Pmk Capital Advisors Inc performs its advisory services is located at 105 E. Atlantic Avenue, Delray Beach, FL 33444, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.