Max Howard Deifik
Investment adviser representative at Private Capital Management
18 yearsExperience
2 statesRegistered in
$1.4BFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Private Capital Management, LLCMar 2018 to now
- Carnes Capital CorporationMar 2018 to now
- Ameriprise Financial Services, Inc.Jan 2008 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Private Capital Management
Legal name: Private Capital Management, LLC
$1.4BAssets managed
461Clients
10Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5396628
- Firm CRD
- 169172