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CAPITAL MANAGEMENT GROUP, INC.
CRD 109898 · SEC 801-60072
2100 MANCHESTER ROAD, SUITE 910, WHEATON, IL, 60187, United States
Phone
630-587-0198
Fax
630-318-1274
Registration
— (—)
Source
State registered
Total AUM
$78.7M
Discretionary AUM
$74.6M
Team
2 total employees; 2 advisory reps; 49 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 22 | $5.0M |
| High net worth individuals | 25 | $63.0M |
| Pension/profit sharing plans | 2 | $10.7M |
All web addresses on file
Official SEC filing: View on IAPD