Pmk Capital Advisors Inc (Delray Beach)


Pmk Capital Advisors Inc is a large advisory firm based in Delray Beach. It manages $129.3 million of regulatory assets for 19 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Florida.

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

Pmk Capital Advisors: assets under management

The assets under management (AUM) of Pmk Capital Advisors Inc is $129.3 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 321% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $129.3 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6.81 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pmk Capital Advisors Inc for their services and products based on a percentage of assets under management, fixed fees, 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 Pmk Capital Advisors Inc

James Krum Abbott has been acting as President since 1 Jan 1999. Wendy Ann Wurst joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
John Michael Murphy Indirect owner 1 Jan 1999 25% - 50% 343267
Inc. Pmk Securities & Research Shareholder 1 Jan 1999 75% - 100% 65-0629744
Roger Kumar Indirect owner 1 Jan 1999 50% - 75% 2702488
James Krum Abbott President 1 Jan 1999 Other 145
William J Russell Vice president 1 Jan 1999 Other 1837089
Wendy Ann Minerd Chief financial officer 1 Apr 2000 Other 1902879
Wendy Ann Wurst Chief compliance officer 1 Nov 2003 Other 1902879

Based in Delray Beach

The principal office where Pmk Capital Advisors Inc performs its advisory services is located at 105 E. Atlantic Avenue, Delray Beach, FL 33444, 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 561-454-1770 or by fax 561-274-6249. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday.