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CAPITAL MANAGEMENT ANALYTICS

CAPITAL MANAGEMENT ANALYTICS, CORP

CRD 130238

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$83.6M

Discretionary AUM

$83.6M

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Performance-based fees

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

No

Verify reputation

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  • SEC IAPD →

    Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.

  • FINRA BrokerCheck →

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Services

Portfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals63$10.1M
High net worth individuals36$20.9M
Pension/profit sharing plans6$3.9M
Corporations/business entities4$7.2M

All web addresses on file

Official SEC filing: View on IAPD