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COMPREHENSIVE CAPITAL MANAGEMENT, INC.

CRD 119890File 801-61068
APPROVED
Retail clients
Disclosure events
Filing as of Jun 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$77.5M
Bottom 25% of cohort (national)
Discretionary AUM
$77.5M
Clients
2,334
2,334 accounts
Employees
11
Bottom 25% of cohort in NJ

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
NYRO
Registration date
Apr 19, 2002
Principal office
999 RIVERVIEW DRIVE, SUITE 201, TOTOWA, NJ, 07512
Phone
973-394-0404

Assets & accounts

ADV Item 5F
Total regulatory AUM
$77.5M
Discretionary AUM
$77.5M
Non-discretionary AUM
$0
Discretionary accounts
2,334
Non-discretionary accounts
0
Total accounts
2,334
AUM per client
$33K

Clients by type

ADV Item 5D
Client typeClientsAUM
Individuals (other than high net worth individuals)2,334$77.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Educational seminars
  • Financial planning services
  • Selection of other advisers
  • Portfolio management for other
  • Portfolio management for businesses
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11
  • Q11
  • Q11C1
  • Q11C2
  • Q11C4
  • Q11C5
  • Q11D2
  • Q11D4

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.