Cummer Moyers Capital Advisors Inc (Houston)

Name: Cummer Moyers Capital Advisors Inc
Address: 600 Travis, Houston, TX, 77002
Telephone: 713-224-3100

Cummer Moyers Capital Advisors Inc is a large advisory firm based in Houston. It manages $179.24 million of regulatory assets for 1,697 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Arizona, Arkansas, and 41 other states.

Cummer Moyers Capital Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Cummer Moyers Capital Advisors: assets under management

The assets under management (AUM) of Cummer Moyers Capital Advisors Inc is $179.24 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $129.43 million in discretionary accounts and $49.81 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $133.57 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $68.43 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cummer Moyers Capital Advisors Inc for their services and products based on a percentage of assets under management and hourly charges. 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 Cummer Moyers Capital Advisors Inc

Jeffrey Alan Cummer has been acting as President since 1 Oct 1996. Inc. Pinnacle Global Group joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jeffrey Alan Cummer	President	1 Oct 1996	Other	1036054
Dwayne Alan Moyers	Sr. vice president	1 Oct 1996	Other	1850654
Inc. Pinnacle Global Group	Shareholder	1 Oct 2000	75% - 100%	76-0583569
Bruce Robert Mcmaken	Vice president	1 Oct 2000	Other	2851043

Based in Houston

The principal office where Cummer Moyers Capital Advisors Inc performs its advisory services is located at 600 Travis, Houston, TX 77002, which is also the mailing address of the firm. An additional office of the firm is in Fort Worth, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 713-224-3100 or by fax 713-220-5182. The normal business hours are 8:30 to 5:30 on Monday - Friday. You can find more information about the New York firm at www.cummermoyers.com.