Best Investors Account Sign in
Inactive

Lee Aaron Kramer

Capital Management Analytics

Powell, OH

CRD 2668399

Claim This Profile
Employer firm

Capital Management Analytics CRD 130238

$83.6M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Capital Management Analytics

Powell, OH • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2025-11-17
OH RA APPROVED 2005-04-27
  • NV RA
    APPROVED
    Since 2025-11-17
  • OH RA
    APPROVED
    Since 2005-04-27

Branch Locations

Powell, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capital Management Analytics, Corp. Columbus OH 11/1995 Present
  • 11/1995 → Present
    Capital Management Analytics, Corp.
    Columbus, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-03-18
S63 Uniform Securities Agent State Law Examination 1995-10-17
  • S65 Uniform Investment Adviser Law Examination
    2004-03-18
  • S63 Uniform Securities Agent State Law Examination
    1995-10-17

View on SEC IAPD

More in Powell, OH

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor