Fee-only adviser · Torrance, CA
Putman Capital Management, Inc.
Putman Capital Management, Inc. is a fee-only investment adviser registered with the securities regulator of California, with its main office in Torrance, California. On its latest Form ADV, filed August 5, 2026, it reports $16M in regulatory assets under management, 20 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California |
|---|---|
| Firm CRD number | 135995 |
| Office | 3625 Del Amo Blvd Suite 120 Torrance, CA 90503 |
| Phone | (310) 792-9999 |
| Website | www.cputmancpa.com |
| Regulatory assets under management | $16M ($2.5M discretionary) |
| Individual clients | 14 non-high-net-worth, 6 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers, Educational seminars |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | August 5, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Torrance
- Ep Wealth Advisors $45.1B
- Tortuga Wealth Management $223M
- Alessandra Capital Management, LLC $154M
- Taylor Wealth Management, LLC $171M
- MQ Private Wealth $87M
- South Bay Financial Partners $115M
See all 15 fee-only advisers in Torrance →
Nearby
- Redondo Beach 4 firms
- Hermosa Beach 6 firms
- Palos Verdes Estates 2 firms
- Rolling Hills 1 firm
- Rolling Hills Estates 6 firms
- Manhattan Beach 16 firms
- Carson 1 firm
- El Segundo 18 firms
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