Csx Capital Management Inc (Jacksonville)

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.

Csx Capital Management: assets under management

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 firm manages $190 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $13.57 million each.

Fees & Commissions

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.

Careers at Csx Capital Management Inc

Maurice Lazenby has been acting as President since 1 Mar 1999. Niranjan B. Rao joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Holliday Sparrow	Director	1 Sep 1989	Other	2225514
Andrew James Westhoff	Director	1 Oct 1989	Other	4356092
Inc. Csx Transportation	Intermediary shareholder	1 Nov 1989	75% - 100%	54-6000720
Louis Gromofsky Recher	Director	1 Nov 1990	Other	4356089
David Albert Charnes	Vice president	1 Jan 1992	Other	2025871
Francis Carl Atkins	Vice president	1 Apr 1992	Other	1721284
James Paul Peter	Director	1 Jun 1993	Other	4356085
Gregory Reagan Weber	Chairman	1 Dec 1998	Other	4356099
Maurice Lazenby	President	1 Mar 1999	Other	3218130
Rachel Elon Geiersbach	Corporate secretary	1 May 1999	Other	4356107
David A. Boor	Director/chairman	1 Feb 2001	Other	4520231
Stephen R. Larson	Assistant corporate secretary	1 Jun 2001	Other	4575891
Niranjan B. Rao	Director	1 Jul 2001	Other	4520230

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Csx Corporation	Sole shareholder	1 Nov 1989	75% - 100%	62-1051971

Based in Jacksonville

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.