Ekaterina Atanassov has been Partner of Neumann Capital Management since January 2021, is a control person of the firm and directly owns between 25% and 50% of it.
Neumann Capital Management, LLC is a Foster City, CA firm with $630M under management, 191 clients and 4 advisers across 5 offices, as of its August 2026 filing.
- Neumann Capital ManagementCurrent– present · 3 yearsFoster City, CA · Adviser representative · Firm CRD 112182
Investment adviser representative registrations
Ekaterina Atanassov is registered as an investment adviser representative in 3 states. Each was approved in November 2022.
- CaliforniaSince 4 November 2022
- IllinoisSince 4 November 2022
- TexasSince 4 November 2022
Examinations
No examinations are on Ekaterina Atanassov’s record.
- Full name
- Ekaterina Dimitrova Atanassov
- CRD
- 7355178
- Firm
- Neumann Capital Management · CRD 112182
- Role
- Partner
- Office
- 303 VINTAGE PARK DRIVE, SUITE 100, Foster City, CA 94404-1167
- Registration
- Investment adviser registration
- In the industry since
- November 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Ekaterina Atanassov work?
Ekaterina Atanassov has been Partner of Neumann Capital Management, LLC since January 2021, and is a control person of the firm.
Is Ekaterina Atanassov a financial advisor?
Yes. Ekaterina Atanassov has a current investment-adviser registration in California, Illinois and Texas, through Neumann Capital Management since November 2022.
How many years of experience does Ekaterina Atanassov have?
Ekaterina Atanassov has 3 years in the financial industry, since November 2022, across 1 adviser firm.
Where is Ekaterina Atanassov based?
Ekaterina Atanassov’s registered office is in Foster City, CA.
Is Ekaterina Atanassov registered with FINRA?
No. Ekaterina Atanassov has no current broker registration.
How can I verify Ekaterina Atanassov’s record?
Search CRD 7355178 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ekaterina Atanassov’s full registration record.