Conseco Capital Management Inc. (Carmel)

Conseco Capital Management Inc. is a large advisory firm based in Carmel. It manages $27.17 billion of regulatory assets for 105 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Indiana and Texas.

Conseco Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Conseco Capital Management: assets under management

The assets under management (AUM) of Conseco Capital Management Inc. is $27.17 billion. The firm's AUM has gone down by -8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $27.14 billion in discretionary accounts and $31.86 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $268.71 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $7.97 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Conseco Capital Management Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Conseco Capital Management Inc.

Maxwell Ernest Bublitz has been acting as President since 1 Nov 1987. Eric R. Johnson joined the executive team most recently as the President.

Direct owners and executive officers

Based in Carmel

The principal office where Conseco Capital Management Inc. performs its advisory services is located at 535 N. College Drive, Carmel, IN 46032, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 317-817-4086 or by fax 317-817-6336. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.ccminvest.com.

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