Capital Market Strategies LLC
CRD 286579SEC# 801-110035Palm Beach Gardens, FL
No longer SEC-registered. Capital Market Strategies LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$267M
Employees
5
Accounts
318
Location
Palm Beach Gardens, FL
Capital Market Strategies LLC assets under management
Capital Market Strategies LLC is a registered investment adviser overseen by the SEC based in Palm Beach Gardens, FL. It reports $267 million in regulatory assets under management and employs 5 people.
Capital Market Strategies LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Curtis Lee Lyman Control | Managing Member | Over 75% | 2005 |
| Stephanie Lynn West | Chief Compliance Officer | Under 5% | 2023 |
Frequently asked questions
How much does Capital Market Strategies LLC manage?
Capital Market Strategies LLC reports $267 million in regulatory assets under management on its Form ADV.
How many employees does Capital Market Strategies LLC have?
Capital Market Strategies LLC reports 5 employees.
Where is Capital Market Strategies LLC located?
Capital Market Strategies LLC is based in Palm Beach Gardens, FL.
Does Capital Market Strategies LLC disclose fund performance?
Capital Market Strategies LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3801 Pga Blvd., Suite 600, Palm Beach Gardens, FL 33410 |
| Office hours | Not Applicable - Office Visits By Appointment Only |
| Discloses disciplinary history | No |
Regulatory AUM
$267MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$267Mregulatory AUM
Discretionary $266.4MNon-discretionary $597K