C
$52.0M Total AUM
$48.5M Disc. AUM
-22.0% 3Y CAGR
4 Employees
115 ADV. Clients
35 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Beacon
- Established Date
- 05-01-1991
- Office Locations
- 1
Office Locations
ONE Parkway Center 1850 Parkway PL SE, STE 1025 Marietta GA
About Capital Management Advisors INC
Capital Management Advisors Inc is a Marietta, GA RIA serving retail and institutional clients with comprehensive planning (financial, tax, estate, retirement, insurance and charitable giving). Investment implementation is ETF-centric with allocations also to U.S. government/agency and municipal bonds and cash. Custody is reported through Fidelity/NFS.
Team overview
-- AVG AGE
$17.3M AVG AUM / ADVISOR
$452.2K AVG AUM / CLIENT
26.3 yrs AVG TENURE
4 Employees
3 Advisory Reps
1 RIA Reps
35yrs Firm Age
Insights
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Asset Classes
Prime timber
Investment Vehicles
Ember quantum
Services
Vital Harbor atlas Bridge timber Timber summit Zenith Frontier zenith
Technology
Ember radial
Owner & Executives
NATHANIEL CURTIS PROPES
Chief Compliance Officer, Chief Investment Strategist, VICE PRESIDENT
- CRD
- --
- Ownership
- Less than 5%
(834) 821-1753
pioneer.element@vectorcapital.com
in linkedin.com/in/beacon-crest
TEDDY JOE PROPES
Chief Investment Officer, President
- CRD
- --
- Ownership
- Less than 5%
(556) 898-4696
legacy.optima@vectorcapital.com
in linkedin.com/in/optima-quantum
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,467,658 | $251,128 |
| Non-Discretionary | $3,536,814 | $707,363 |
| Total | $52,004,472 | $262,649 |
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Separately Managed Accounts
Total SMA Asset: $52,004,472
Equity - Exchange:
21.9% Cash:
18.6% U.S. Government/Agency:
24.0% Municipal Bonds:
12.5% Corporate - Investment Grade:
23.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,261,165,545 | 21.9% |
| Cash | $1,071,126,902 | 18.6% |
| U.S. Government/Agency | $1,382,099,228 | 24.0% |
| Municipal Bonds | $719,843,348 | 12.5% |
| Corporate - Investment Grade | $1,324,511,760 | 23.0% |
| Total | $5,758,746,783 | 100.0% |