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Capital Management Advisors LP

Capital Management Advisors LP. CRD 134969

C

CRD: 134969

Capital Management Advisors LP

Houston, TX, 77084
7139148176
www.cmalp.com
$80.1M Total AUM
$60.3M Disc. AUM
-- 3Y CAGR
2 Employees
53 ADV. Clients
21 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Comerica Bank · Fidelity/NFS · Wells Fargo
Clients
Retail and Institutional
Platforms
--
Established Date
05-20-2005
Office Locations
1

Office Locations

16225 Park TEN Place Suite 500 Houston TX

About Capital Management Advisors LP

Capital Management Advisors LP is a Houston-based RIA providing private wealth management for business leaders and their families. The firm pairs financial, estate, and tax planning with discretionary portfolio management and risk-focused asset allocation. Portfolios are implemented primarily with ETFs and public funds, with investment capabilities spanning equities and fixed income plus themes such as real estate, infrastructure, and private equity. Custody commonly held at Charles Schwab.

Team overview

54 AVG AGE
$40.0M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
18.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
21yrs Firm Age

Insights

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Asset Classes

Vector beacon Oak crest Value Quantum

Investment Themes

Summit Alpha

Investment Vehicles

Summit Legacy quantum

Services

Matrix Vector Vector Matrix Signal Pioneer vector Prime frontier

Owner & Executives

R

RICHARD RANDALL RAINEY

Chief Compliance Officer, Chief Executive Officer, President

CRD
#4570460
Ownership
75% or more
(625) 815-7642
wave.vertex@glaciercapital.com
in linkedin.com/in/zenith-pioneer

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Contacts

B

BENJAMIN GREGORY O'BRIEN

Partner

CRD
#5571673
(450) 366-1575
element.crest@horizoncapital.com
in linkedin.com/in/catalyst-legacy

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $60,314,732 --
Non-Discretionary $19,742,913 --
Total $80,057,645 --

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Separately Managed Accounts

Total SMA Asset: $66,632,645

$66.6M Total SMA
Equity - Exchange:
32.3%
Public Funds:
12.9%
Cash:
29.0%
Municipal Bonds:
25.8%
Asset class Assets Assets %
Equity - Exchange $165,873,234 32.3%
Public Funds $66,246,586 12.9%
Cash $148,926,433 29.0%
Municipal Bonds $132,493,170 25.8%
Total $513,539,423 100.0%

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