Capital Max, Inc. (Palm Beach Gardens)


Capital Max, Inc. is an adviser based in Palm Beach Gardens. It manages $24.8 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Florida.

Capital Max provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Capital Max: assets under management

The assets under management (AUM) of Capital Max, Inc. is $24.8 million. The firm's AUM has gone down by -74% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.1 million in discretionary accounts and $22.7 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $525 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $11.35 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Capital Max, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Capital Max, Inc.

Lucia Sally Prissert has been acting as President since 1 Jan 2003. Jeffrey Robert Stewart joined the executive team most recently as the Director.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Franck Jacques Prissert C.e.o. and director 1 Jan 2003 75% - 100% 2722761
Lucia Sally Prissert Director 1 Jan 2003 Other 5041918
Jeffrey Robert Stewart Director 1 Sep 2005 Other 1189839

Based in Palm Beach Gardens

The principal office where Capital Max, Inc. performs its advisory services is located at 127 Dalena Way, Palm Beach Gardens, FL 33418 1739, 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 561-493-7077 or by fax 561-493-7077. The normal business hours are 08:30-18:30 on Monday - Friday. You can find more information about the New York firm at www.capmax.com.

Registered investment advisers similar to Capital Max, Inc.