Firm profile

5C CAPITAL MANAGEMENT, LLC

WOODCLIFF LAKE, NJCRD 284213Latest ADV March 17, 2026

5C Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Woodcliff Lake, NJ. Its latest Form ADV filing, dated March 17, 2026, reports $648M in regulatory assets under management, 7 employees, 2 offices, and 1,897 accounts.

Assets Under Management
$648M
Employees
7
Offices
2 offices
Total Clients
552
Primary office
WOODCLIFF LAKE, NJ
50 TICE BOULEVARD, SUITE A32, WOODCLIFF LAKE, NJ, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(347) 331-0648
WebsiteNot reported
LinkedInNot reported

Leadership

2 roles identified
CCOCraig R. Marson
CIOMichael R. Sanders

Advisory services offered

6 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

4 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 62.5% of total clients.
Top client categories% of clientsClients
1
Individuals
62.5%
345
2
HNWI
30.1%
166
3
Pension Plans
3.1%
17
4
Corporations
3.1%
17
5
Charitable
1.3%
7

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$648Mas of March 17, 2026
Discretionary95.5%
$619M
96% of total RAUM95.5%
Non-discretionary4.5%
$29M
4% of total RAUM4.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$648M
Total Accounts1,897
10Y AUM Change+$648M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees7
Clients per Employee79:1
10Y Employee Change+7

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.