Advisor's Capital Research, Inc. (Woodstock)

Advisor's Capital Research, Inc. is an adviser based in Woodstock. It manages $4.56 million of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2005.

Advisor's Capital Research 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.

Advisor's Capital Research: assets under management

The assets under management (AUM) of Advisor's Capital Research, Inc. is $4.56 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -50% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $4.56 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $350.9 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Advisor's Capital Research, Inc. for their services and products based on a percentage of assets under management, hourly charges, and performance-based fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Advisor's Capital Research, Inc.

Robert Keith Mann has been acting as President since 1 Apr 1991. Advisor's Capital Corp. joined the executive team most recently as the 100% Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Keith Mann	President	1 Apr 1991	50% - 75%	318870
Advisor's Capital Corp.	100% owner	1 Feb 2005	75% - 100%	52-2042137
Frank Dennis Pietroski	Director	1 Feb 2005	Other	1863693
William Frederick Bruso	Director	1 Feb 2005	Other	1452899
Robert Keith Mann	Chief compliance officer	1 Mar 2005	50% - 75%	318870

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Robert Keith Mann	Shareholder	1 Mar 1997	50% - 75%	318870

Based in Woodstock

The principal office where Advisor's Capital Research, Inc. performs its advisory services is located at 17 Tripp Road, Woodstock, CT 06281 3514, 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 860-963-0722 or by fax 860-928-1831. The normal business hours are 10:00 am - 4:00 pm on Monday - Friday.