Pearson Capital, Inc. (Apollo Beach)

Name: Pearson Capital, Inc.
Address: 6431 Rubia Circle, Apollo Beach, FL, 33572
Telephone: 813-641-7575

Pearson Capital, Inc. is an adviser based in Apollo Beach. It manages $22.7 million of regulatory assets for 525 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of California, Florida, and Massachusetts.

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

Pearson Capital: assets under management

The assets under management (AUM) of Pearson Capital, Inc. is $22.7 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -34% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $22.7 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $43.24 thousand each.

Pearson Capital has custody of $22.7 million in cash and securities for 382 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Pearson Capital, Inc. for their services and products based on a percentage of assets under management. 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 Pearson Capital, Inc.

Walter Donald Pearson has been acting as President since 1 Aug 1998. Sandra Alberti joined the executive team most recently as the Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Walter Donald Pearson	Chairman	1 Aug 1998	50% - 75%	358989
Donald Edgar Pearson	President/ceo & chief compliance officer	1 Aug 1998	25% - 50%	3161464
Sandra Alberti	Secretary	1 Jan 1999	Other	4645255

Based in Apollo Beach

The principal office where Pearson Capital, Inc. performs its advisory services is located at 6431 Rubia Circle, Apollo Beach, FL 33572 The mailing address of the firm is P.O. Box 3739, Apollo Beach, FL 33572. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 813-641-7575 or by fax 813-641-7755. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.pearsoncapitalinc.com.