Custer Management Inc (New Albany)

Name: Custer Management Inc
Address: 14 South High Street, New Albany, OH, 43054
Telephone: 614-855-9980

Custer Management Inc is an adviser based in New Albany. It manages $28.24 million of regulatory assets for 131 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Louisiana, Ohio, and Texas.

Custer Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Custer Management: assets under management

The assets under management (AUM) of Custer Management Inc is $28.24 million. The firm's AUM has gone down by -25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $28.03 million in discretionary accounts and $208.84 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $215.59 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $208.84 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Custer Management Inc for their services and products based on a percentage of assets under management, hourly charges, 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 Custer Management Inc

William Miller Custer has been acting as President since 1 May 1985. Martha Kathryn Kashner joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Miller Custer	President	1 May 1985	75% - 100%	730528
Martha Kathryn Kashner	Compliance officer	1 Apr 2004	Other	2109334
Martha Kathryn Kashner	Chief compliance officer	1 Aug 2011	25% - 50%	2109334
Christopher Jeremy Henneforth	President	1 Aug 2011	25% - 50%	3157633
David Randal Raeuchle	Vice president	1 Aug 2011	25% - 50%	3132799

Based in New Albany

The principal office where Custer Management Inc performs its advisory services is located at 14 South High Street, New Albany, OH 43054, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 614-855-9980 or by fax 614-855-9979. The normal business hours are 8:30am-5:30pm on Monday - Friday. You can find more information about the New York firm at www.custercapital.com.