CRD: 304617
Capital Management Advisor Group, LLC
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- Custodian
- Capital Bank · Capital Group · Charles Schwab & Company
- Clients
- Retail
- Platforms
- OptimaEmber
- Established Date
- 08-12-2019
- Office Locations
- 1
Office Locations
About Capital Management Advisor Group, LLC
Capital Management Advisor Group, LLC is an RIA serving retail and institutional clients, with a focus on business owners and entrepreneurs. The firm provides financial and investment planning, portfolio construction, and ongoing asset management, including tax, estate/legacy, insurance, and business-succession planning. Portfolios emphasize public funds with use of mutual funds, ETFs, and index strategies; Schwab custody and Envestnet support are noted.
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Client Personas
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Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
TIMOTHY BRYAN MENEZ
Chief Compliance Officer, Owner
- CRD
- #2107877
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $234,080,555 | $963,294 |
| Non-Discretionary | $0 | -- |
| Total | $234,080,555 | $963,294 |
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Separately Managed Accounts
Total SMA Asset: $234,080,555
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $626,752,918 | 23.1% |
| Cash | $906,214,176 | 33.4% |
| Equity - Exchange | $1,180,249,002 | 43.5% |
| Total | $2,713,216,096 | 100.0% |