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CAPITAL MANAGEMENT ADVISOR GROUP, LLC
CRD 304617 · SEC 801-117169
1283 BOULEVARD WAY, WALNUT CREEK, CA, 94595, United States
Phone
925-935-8200
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$234.1M
Discretionary AUM
$234.1M
Team
3 total employees; 1 advisory reps; 5 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 38 | $9.2M |
| High net worth individuals | 50 | $224.9M |
States served
CA, UT, TX
All web addresses on file
Official SEC filing: View on IAPD