Sector Capital Management LLC (Memphis)

Sector Capital Management LLC is a large advisory firm based in Memphis. It manages $700 million of regulatory assets for 450 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Louisiana and Tennessee.

Sector Capital Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and portfolio management to mma, sma, and uma for online platforms. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Sector Capital Management: assets under management

The assets under management (AUM) of Sector Capital Management LLC is $700 million. The firm's AUM has gone down by -46% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $685 million in discretionary accounts and $15 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.53 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $15 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Sector Capital Management LLC 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.

Careers at Sector Capital Management LLC

Reed David Walters has been acting as President since 1 May 2009. Michael Vaughn Antley joined the executive team most recently as the Senior Vp/Portfolio Manager & Equity Analyst.

Direct owners and executive officers

Based in Memphis

The principal office where Sector Capital Management LLC performs its advisory services is located at 6075 Poplar Avenue, Memphis, TN 38119, which is also the mailing address of the firm. An additional office of the firm is in Ruston, LA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 901-761-4999 or by fax 901-761-1004. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.sectorplus.com.

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