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CAPITAL MANAGEMENT ASSOCIATES INC
CRD 105010 · SEC 801-35808
7900 XERXES AVE. S, STE 500, MINNEAPOLIS, MN, 55431-1120, United States
Phone
952-893-1200
Fax
952-893-0133
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.88B
Discretionary AUM
$784.8M
Team
17 total employees; 17 advisory reps; 12 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersFINANCIAL & BUSINESS CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 560 | $194.0M |
| High net worth individuals | 317 | $1.33B |
| Pension/profit sharing plans | 41 | $322.1M |
| Charitable organizations | 8 | $21.7M |
| Corporations/business entities | 6 | $7.7M |
States served
AZ, CA, CO, IL, IA, ME, MA, MI, MN, MT, NE, TN, WI, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD