Companion Capital Management Inc is a large advisory firm based in Columbia. It manages $625 million of regulatory assets for 241 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Arizona, California, and 32 other states.
Companion Capital Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Companion Capital Management Inc is $625 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Companion Capital Management Inc for their services and products based on a percentage of assets under management. 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.
Joseph Francis Sullivan has been acting as President since 1 Aug 1986. Blue Cross And Blue Shield Of South Carolina joined the executive team most recently as the South Carolina Corporation.
The principal office where Companion Capital Management Inc performs its advisory services is located at 1201 Main Street Suite 1910, Columbia, SC 29201, 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 803-254-9500 or by fax 803-252-9530. The normal business hours are 8:30am-5:30pm on Monday - Friday. You can find more information about the New York firm at www.ccminc.com.