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CMG CAPITAL MANAGEMENT GROUP, INC.

CRD 110750 · SEC 801-43455

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75 VALLEY STREAM PARKWAY, SUITE 201, MALVERN, PA, 19355, United States

Phone

610-989-9090

Fax

610-989-9092

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$256.5M

Discretionary AUM

$210.5M

Team

10 total employees; 8 advisory reps; 1 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Subscription fees

Org form

Corporation

Filing date

2026-04-24

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersPublication of periodicals

Client types

TypeClientsAUM
Individuals470$78.6M
High net worth individuals66$157.3M
Pooled investment vehicles2$20.6M

States served

AZ, CA, CO, DE, GA, ID, IL, IN, IA, KS, LA, MD, MA, MI, MN, NE, NV, NJ, NM, NY, NC, OH, OR, PA, SC, TN, VA, WI, MO, WA, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD