Csx Capital Management Inc is a large advisory firm based in Jacksonville. It manages $190 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida and Virginia.
Csx 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 Csx Capital Management Inc is $190 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -53% 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 Csx 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.
Maurice Lazenby has been acting as President since 1 Mar 1999. Niranjan B. Rao joined the executive team most recently as the Director.
The principal office where Csx Capital Management Inc performs its advisory services is located at 17 Th Floor, J110, Jacksonville, FL 32202 The mailing address of the firm is 500 Water Street J110, Jacksonville, FL 32202. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 904-359-1339 or by fax 904-366-5010. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday.