Markman Capital Management, Inc. (Edina)

Name: Markman Capital Management, Inc.
Address: 6600 France Ave. South, Edina, MN, 55435
Telephone: 952-920-4848

Markman Capital Management, Inc. is a large advisory firm based in Edina. It manages $55.18 million of regulatory assets for 190 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Florida, Minnesota, and New York.

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

Markman Capital Management: assets under management

The assets under management (AUM) of Markman Capital Management, Inc. is $55.18 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -78% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $55.18 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $290.42 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Markman Capital Management, 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 Markman Capital Management, Inc.

Robert Jay Markman has been acting as President since 1 Jun 1990. Jeffrey William Caulfield joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Jay Markman	President	1 Jun 1990	50% - 75%	1012657
Judith E Fansler	Chief operations officer	1 Jan 1991	Other	2840170
Richard Warren London	Chief financial officer	1 Dec 1991	Other	1471465
Jeffrey William Caulfield	Chief compliance officer	1 Dec 1993	Other	1024299

Based in Edina

The principal office where Markman Capital Management, Inc. performs its advisory services is located at 6600 France Ave. South, Edina, MN 55435, 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 952-920-4848 or by fax 952-920-7548. The normal business hours are 8-4 on Monday - Friday. You can find more information about the New York firm at markman.com.