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Capital Management Advisor Group, LLC

● SEC registered since 2019CRD 304617SEC# 801-117169Walnut Creek, CA
Export (members)
Reg. AUM
$188.1M
Employees
3
Accounts
242
Location
Walnut Creek, CA

Capital Management Advisor Group, LLC assets under management

Capital Management Advisor Group, LLC is an investment advisory firm registered with the SEC based in Walnut Creek, CA. The firm has been registered since 2019. It reports $188.1 million in regulatory assets under management and employs 3 people.
www.cmadvisorgroup.comView on SEC.gov ↗

Capital Management Advisor Group, LLC owners & executives

1 reported
NameTitleOwnershipSince
Timothy Bryan Menez ControlOwner & Chief Compliance OfficerOver 75%2019

Frequently asked questions

How much does Capital Management Advisor Group, LLC manage?

Capital Management Advisor Group, LLC reports $188.1 million in regulatory assets under management on its Form ADV.

How many employees does Capital Management Advisor Group, LLC have?

Capital Management Advisor Group, LLC reports 3 employees.

Where is Capital Management Advisor Group, LLC located?

Capital Management Advisor Group, LLC is based in Walnut Creek, CA and has been SEC-registered since 2019.

Does Capital Management Advisor Group, LLC disclose fund performance?

Capital Management Advisor Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1283 Boulevard Way, Walnut Creek, CA 94595
Phone925-935-8200
Office hours9 a.m. - 4 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$188.1M
Non-discretionary$0
Total (RAUM)$188.1M