Companion Capital Management Inc (Columbia)

Name: Companion Capital Management Inc
Address: 1201 Main Street Suite 1910, Columbia, SC, 29201
Telephone: 803-254-9500

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.

Companion Capital Management: assets under management

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 firm manages $625 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.59 million each.

Fees & Commissions

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.

Careers at Companion Capital Management Inc

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Blue Cross And Blue Shield Of South Carolina	South carolina corporation	1 Aug 1986	75% - 100%	57-0287419
Joseph Francis Sullivan	Director	1 Aug 1986	Other	4337758
Malcolm Edward Sellers	Director/chairman	1 Aug 1986	Other	4337759
Robert Alan Leichtle	Director	1 Aug 1986	Other	4337765
Vivian Brown Gray	Board secretary	1 Aug 1986	Other	4337766
Fowler William Cary	Director/president	1 Aug 1986	Other	2101224

Based in Columbia

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.